Overview
Good morning, Dana.
Your demo portfolio is set up for review. Nothing here represents a live account.
Total portfolio value
$48,240.88
+$1,284.50 · +12.4% illustrative
Available balance
$6,210.50
Ready in demo account
Invested amount
$42,030.38
Across 2 strategies
Risk profile
Moderate
Review allocation
Portfolio performance
Illustrative account value over the last 9 months
Allocation
Balanced demo allocation
Active investments
2 illustrative positions
Growth Strategy
NV-GROWTH · Demo position
$18,400.00
+8.2%
Professional Portfolio
NV-PRO · Demo position
$23,630.38
+15.1%
Recent transactions
Demo activity log
Deposit
Oct 14, 2026 · Demo ACH
Withdrawal
Oct 09, 2026 · Demo card
Rebalance
Oct 02, 2026 · Growth plan
Deposit
Sep 21, 2026 · Demo wire
Responsible investing notice
All figures are illustrative demo data. Investments involve risk, including possible loss of principal. Returns are not guaranteed, and past performance does not predict future results.