Family Investment Dashboard
Family Portfolio
Total Value
$48,934.67
Growth (YTD)
+14.2%
Total Accounts
4
Account Breakdown
AM
Alex Morgan
70% of portfolio
EM
Emma Morgan
12% of portfolio
JM
Jacob Morgan
15% of portfolio
SM
Sarah Morgan
3% of portfolio
Pending Approval Requests
3 Pending
EM
Emma Morgan
Requested 2 hours ago
Pending Approval
Buy Request: Apple Inc. (AAPL)
Amount: $150.00
Quantity: ~0.8 shares
Order Type: Market
JM
Jacob Morgan
Requested 5 hours ago
Pending Approval
Sell Request: Tesla Inc. (TSLA)
Quantity: 1 share
Est. Value: $290.38
Order Type: Limit ($300)
EM
Emma Morgan
Requested 1 day ago
Pending Approval
Buy Request: Vanguard S&P 500 ETF (VOO)
Amount: $200.00
Quantity: ~0.5 shares
Order Type: Market
Recent Activity
Buy Order Approved
You approved Emma's request to buy NVDA
Today, 10:23 AM
Sell Order Denied
You denied Jacob's request to sell MSFT
Yesterday, 4:15 PM
Money Added
You added $500 to Emma's account
Jul 15, 2023
Account Added
You added Jacob to family accounts
Jul 10, 2023
Learning Progress
Family Average: 68%
EM
Emma Morgan
Investing Basics
18/25 Lessons
JM
Jacob Morgan
Advanced Investing
17/20 Lessons
Recent Achievements
First Trade
Diversifier
Growth Expert
Family Challenge
3 weeks left
Beat the Market Challenge
Each family member picks a stock and competes to see who can outperform the S&P 500 by the biggest margin. Winner gets a bonus $50 investment!
Current Leader: Jacob (+8.6%)
AM
Alex
AMZN
+3.4%
EM
Emma
AAPL
+5.2%
JM
Jacob
TSLA
+8.6%
Upcoming Educational Events
15 AUG
Investing for College
Interactive webinar for teens about long-term education planning
22 AUG
Stock Market Basics
Kid-friendly introduction to how stocks work