A
TOTAL VALUE$21,260.00100%Today’s Gain+$248.75+1.25%
Annual Income$82.07$6.84 / month
Portfolio Health80 / 100Very Good
Dividend Yield0.41%
Welcome back, Atlas
Here’s your portfolio overview for today.
Relevant Today
View all holdings →● NVDANVIDIA Corporation+$248.75 (1.25%)
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94.4%Allocation
● BANK.TOBank of Montreal+$4.00 (0.35%)
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5.6%Allocation
One Thing to Notice
NVDA represents 94.4% of your portfolio.
Consider reviewing concentration risk and diversification opportunities.
View insight →Portfolio Allocation
View all investments →A$21,260.00100%
NVDA 94.4%
BANK.TO 5.6%
Cash 0.0%
Value, Cost, Income
View details →Recent News
View all →AI trade stabilizing as earnings keep bull market intact3 hours ago · Preview
Technology sector volatility remains elevated5 hours ago · Preview
Portfolio Health80 /100
Very Good
Your portfolio is well diversified and balanced.
Investments
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Investment Details
UI Test ModeCalculated yield: 0.13%Annual income: $56.00 · Monthly: $4.67
Purchase Calculator
Stock currency: USDPurchase estimate10 shares ≈ CAD $2,981.39Added income ≈ CAD $3.81/year
Buying powerMaximum whole shares: 10Cash remaining ≈ CAD $18.61
Holdings
3 positions| Ticker | Name | Units | Price | Value | Dividend/Share | Annual Income | Monthly Income |
|---|---|---|---|---|---|---|---|
| BANK.TO | Evolve Canadian Banks | 2,531 | $11.85 | $29,992.35 | $1.4560 | $3,685.14 | $307.09 |
| NVDA | NVIDIA Corporation | 200 | $219.22 | $43,844.00 | $0.2800 | $56.00 | $4.67 |
| VDE | Vanguard Energy ETF | 50 | $161.57 | $8,078.50 | $4.0290 | $201.45 | $16.79 |
Average Cost
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Average Cost Calculator
UI Test ModeProjected average cost$187.01After purchase
Total shares210Projected position
Transactions
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Recent Transactions
UI Test Mode| Date | Type | Ticker | Units | Price | Total |
|---|---|---|---|---|---|
| Aug 24 | Buy | NVDA | 10 | $219.22 | $2,192.20 |
| Aug 21 | Dividend | BANK.TO | — | — | +$307.09 |
Forecast
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12-Month Projection
UI TestIncome Forecast
Current annual$82.07
Projected annual$96.40
Live Data
Market prices, FX status and refresh controls.
Market Feed
● Preview feed ready| Symbol | Price | Change | Status |
|---|---|---|---|
| NVDA | $219.22 | +1.25% | Preview |
| BANK.TO | $11.85 | +0.35% | Preview |
| USD/CAD | 1.3600 | — | Preview |
Insights
Portfolio concentration, income and diversification observations.
Concentration Risk
NVDA represents 94.4% of this preview portfolio.
Analytics will be wired after UI approval.
Portfolio Health
80 / 100Very Good
QA Center
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Quality Checks
UI Test ModePrices✓ ReadyPreview values present
Holdings✓ Ready3 positions
Average costNeeds dataConnect storage later
Live backendPendingAfter UI lock
Settings
Atlas preferences and data connections.