Aggregated Portfolio
Consolidated view of all client portfolios under your advisory.
Total AUM
$12.4M
Across 24 clients
Total Positions
18
6 unique companies
Total P&L
+$1.2M (+10.7%)
Unrealized gains
Per-Client Breakdown
| Client | Portfolio Value | Positions | P&L |
|---|---|---|---|
RF Robert Fischer | $3,400,000 | 6 | +$410,000(+13.7%) |
SC Sarah Chen | $2,100,000 | 4 | +$250,000(+13.5%) |
SW Sophia Williams | $1,900,000 | 5 | +$180,000(+10.5%) |
AP Aria Patel | $1,600,000 | 3 | +$140,000(+9.6%) |
MO Michael Okafor | $850,000 | 2 | +$75,000(+9.7%) |
EV Elena Vasquez | $420,000 | 1 | -$15,000(-3.4%) |
Per-Company Aggregation
| Company | Total Invested | Total Units | Current Value | P&L | Clients |
|---|---|---|---|---|---|
| xAI (Series C) | $3,200,000 | 1,280 | $3,840,000 | +$640,000(+20.0%) | 8 |
| Databricks (Pre-IPO) | $2,500,000 | 1,000 | $2,750,000 | +$250,000(+10.0%) | 5 |
| Stripe (Secondary Block) | $2,100,000 | 840 | $2,310,000 | +$210,000(+10.0%) | 4 |
| Canva (Secondary) | $1,400,000 | 560 | $1,540,000 | +$140,000(+10.0%) | 6 |
| Revolut (Pre-IPO) | $800,000 | 320 | $760,000 | -$40,000(-5.0%) | 3 |
| SpaceX (Secondary) | $600,000 | 200 | $720,000 | +$120,000(+20.0%) | 2 |