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Explore Capitallytics Investment OS with a sample global portfolio
$38,706.64
+$8,358.75
Total Return
+27.54%
Portfolio Health Score
Excellent
Based on diversification, concentration, allocation, volatility, and cash levels.
5 asset classes represented
Top holding: BTC-USD at 26.2%
Balance across stocks, funds, and alternatives
26% in high-volatility assets
12.9% held in cash
Crypto exposure is 26.2%.
Portfolio diversification is healthy across multiple asset classes.
Top performers: BTC-USD (+60.7%), MSFT (+33.1%), SPY (+25.8%).
Allocation mix: Stock 36%, Crypto 26%, ETF 14%, Currency 13%, Gold 11%.
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