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YOUR INVESTMENTS, TOGETHER

Portfolio overview

One clear view of everything you’re building.

Sample portfolio/3 accounts
Total portfolio valueUSD
$149,808.72
3 accounts in USD
Held securely at your brokerages
Available cash
$9,420.00

Cash across your accounts

Connected accounts
03

Across 3 brokerages

SCHWAB◒FIDELITYSample connections

Your accounts 3

A home for every part of your portfolio.

Your brokerage credentials never pass through LWS.

Asset allocation

How your investments come together.

USD
4asset classes
Stocks51.5%
Funds34.0%
Crypto8.2%
Cash6.3%
Based on available positive position values and cash.

Your positions 8

The details behind your portfolio.

AccountQuantityPriceType
VOOVanguard S&P 500 ETF
72$538.42$38,766.24ETF
MSFTMicrosoft Corporation
48$418.79$20,101.92Stock
●AAPLApple Inc.
85$224.32$19,067.20Stock
NNVDANVIDIA Corporation
140$132.76$18,586.40Stock
₿BTCBitcoin
0.18$68,450.00$12,321.00Crypto