|Snapshots
Portfolio Snapshots
Track your allocation changes over time with monthly snapshots
Total Snapshots
6
Current Value
$125,000
6-Month Change
+$17,000
6-Month Return
+15.7%
Snapshot Timeline
Click any snapshot to view details. Auto-captured monthly.
January 2026LatestStart of year allocation
$125,000
+4.17% from previous
December 2025Pre-rebalance
$120,000
+1.69% from previous
November 2025
$118,000
+2.61% from previous
October 2025
$115,000
+2.68% from previous
September 2025Increased bond allocation
$112,000
+3.70% from previous
August 2025
$108,000