Good morning, Daniel
Here's your portfolio intelligence for Thursday, March 6, 2025.
Momentum is broadening
BTC leads large caps while volume sits above its 20-day average.
Concentration elevated
Review single-asset exposure before the next rebalance window.
No urgent actions
Open orders and portfolio risk are tracking within policy.
Total portfolio value
$125,847.32
+$2,847.32 · +2.31% today
Available to trade
$18,420.00
Buying power · USD
30d performance
+11.35%
vs benchmark +8.20%
Portfolio risk
Moderate
Score 42 / 100 · healthy
Net asset value · USD
Generated just now
Concentration insight
BTC is 69.5% of portfolio value.
Risk is in range
Volatility is below your policy limit.
4 assets · across 2 accounts
Bitcoin
BTC · 69.5%
$87,500.00
+2.48%
Ethereum
ETH · 24.1%
$30,400.00
-1.20%
Solana
SOL · 4.0%
$5,000.00
+3.20%
Cardano
ADA · 2.0%
$2,500.00
+5.80%
Latest execution activity
| Instrument | Side | Type | Amount | Price | Status |
|---|---|---|---|---|---|
| BTC / USD | Buy | Limit | 0.50 BTC | $34,800.00 | Filled |
| ETH / USD | Sell | Market | 2.00 ETH | $2,010.00 | Filled |
| SOL / USD | Buy | Stop | 10.00 SOL | $98.50 | Open |