Asset Allocation

AI Recommendations

Rebalance Technology Sector
Medium Priority
Current allocation: 35% | Target: 25%
Recommended action: Reduce by 10%
Increase Bond Exposure
Low Priority
Current allocation: 15% | Target: 20%
Recommended action: Increase by 5%

Recent Transactions

Dividend Payment - AAPL
Jan 15, 2026 Income
+$1,250.00
Bond Purchase - US Treasury
Jan 14, 2026 Investment
-$50,000.00
Large Transfer - External
Jan 13, 2026 Transfer
-$100,000.00
Stock Purchase - MSFT
Jan 12, 2026 Investment
-$25,000.00

Risk Metrics

Overall Risk Score 6.5/10
Volatility (30-day) 12.3%
Sharpe Ratio 1.85
Max Drawdown -8.2%
VaR (95%) $45,000
Diversified Tax-Efficient ESG Compliant