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Portfolio Overview
🇺🇸 USA Holdings
Market Value
$0.00
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Cost Basis
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Unrealized P&L
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🇲🇽 MXN Holdings
Market Value
MX$0.00
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Cost Basis
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Unrealized P&L
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Holdings
0
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Best Today
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Worst Today
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Combined Total
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Portfolio Health
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AI snapshot
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Your Holdings
| Ticker | Shares | Avg Buy Price | Price | 24h | Market Value | Unrealized P&L | News | Actions |
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Your MXN Holdings
| Ticker | Shares | Avg Buy Price | Price | 24h | Market Value (MX$) | Unrealized P&L | News | Actions |
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Enter BMV tickers (e.g. AMXL.MX, FEMSAUBD.MX, WALMEX.MX). Prices are in Mexican Pesos (MX$).
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Portfolio Impact Analysis
Run AI analysis to see impact on your holdings.
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S&P 500 · Nasdaq · Dow Jones · Nikkei · FTSE · DAX · CAC · Hang Seng · Sensex · Bovespa
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Economic Indicators
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US Inflation
CPI Year-over-Year
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Mexico Inflation
CPI Year-over-Year
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US Risk-Free Rate
13-Week T-Bill Yield
Americas & Europe
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Asia & Emerging Markets
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Performance Comparison — Today
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Key Currency Pairs
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Index Detail
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Relative Performance
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Sector
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Performance
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📚 Portfolio Allocation Educator
Educational examples · Powered by Claude Haiku
📖 Educational tool — not financial advice.
This shows how textbook portfolios are typically constructed for different risk and time-horizon profiles.
It returns generic asset classes (e.g. "Broad US Equity") with a few example ETF tickers you can research on your own.
It is not a recommendation to buy any specific security. Always do your own research or consult a licensed advisor before investing.
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When synced, the AI avoids over-concentrating in sectors you already hold.
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