Pi
Portfolio Intelligence
Unified Wealth Dashboard
$2,847,392
▲
+$12,847 (+0.45%) today
1.82
Sharpe Ratio
-8.4%
Max Drawdown
12.3%
Volatility
1.24
Beta
+6.5%
Alpha
2.14
Sortino Ratio
0.89
Info Ratio
Asset Allocation
6 Classes
Portfolio Performance
1W
1M
3M
6M
1Y
ALL
Platform / Account Breakdown
7 Accounts
Platform
Balance
Allocation
Assets
Risk Alerts
4 Active
Rebalancing Suggestions
▸ 3 Actions
Monthly Cash Flow
6 Months
Top Holdings
Top 10 by Weight
#
Ticker
Name
Value
Weight
Day Change
Trend