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Asset allocation

Ticker	Asset	Value	Weight	Gain/Loss	1D	1M	YTD	Qty	Cost basis
AAPL	Apple Inc.	$48,200	12.3%	$8,400	1.2%	4.8%	18.2%	210	$39,800
MSFT	Microsoft Corporation	$36,500	9.3%	$5,100	0.4%	2.1%	14.6%	95	$31,400
NVDA	NVIDIA Corporation	$28,900	7.4%	$12,800	2.6%	8.9%	42.3%	32	$16,100
VOO	Vanguard S&P 500 ETF	$22,100	5.6%	$2,450	0.3%	1.8%	11.4%	44	$19,650
TOTAL		$135,700	-	$28,750	0.9%	3.6%	19.8%	-	$106,950

Ticker	Asset	Value	Weight	Gain/Loss	1D	1M	YTD	Qty	Cost basis
BTC	Bitcoin	$52,400	15.8%	$22,400	2.1%	8.2%	45.3%	0.58	$30,000
ETH	Ethereum	$28,100	8.5%	$9,100	1.4%	5.6%	32.1%	8.2	$19,000
SOL	Solana	$14,600	4.4%	$6,400	3.2%	12.4%	68.5%	52	$8,200
LINK	Chainlink	$6,200	1.9%	$800	0.8%	2.1%	11.4%	420	$7,000
TOTAL		$101,300	-	$37,100	0.6%	5.4%	38.7%	-	$64,200

Asset	Opening Value	Appreciation	Depreciation	Current Value	Status	Weight %
Primary Residence — Austin, TX	$520,000	$45,000	$0	$565,000	Active	41.2%
Beach Condo — Destin, FL	$280,000	$12,000	$0	$292,000	Active	21.3%
Rental Duplex — Nashville, TN	$340,000	$28,000	$5,000	$363,000	Active	26.5%
TOTAL	$1,140,000	$85,000	$5,000	$1,220,000	-	-

Top contributors

NVDA $1,240

AAPL $860

TSLA $420

BTC $310

Compare against the market

Net worth +22.4%

S&P 500 -1.3%

Difference +23.7%

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Toward: Financial Independence (FIRE)

842 days left

Introduce your objective

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Your portfolio moved $23,400 last week. Here’s why.

Most apps show you the number. Zies shows you the story. News filtered to your exact holdings, market events linked to your specific assets, and impact estimates so you understand every swing — without spending hours on financial news sites.

AAPL

Sector Event

Positive

AAPL

Sector Event

Positive

Apple services revenue beats expectations again

Detected 4 days ago

The event has been happening for 3 days

Services revenue beat expectations, supporting large-cap quality exposure.

Your holding

210 AAPL · 12.3% of portfolio

Estimated impact

$2,140 over the past 3 days

Economy

Neutral

Economy

Neutral

Fed signals slower pace of rate cuts ahead

Detected 1 day ago

The event has been happening for 1 day

Fed signaled slower rate cuts, pushing yields higher across the market.

Why this matters to your portfolio

Higher-for-longer rates affect both your bond-like savings balances and high-duration growth stocks, which is why this macro shift matters even without a single ticker headline.

TSLA

Asset Event

Negative

TSLA

Asset Event

Negative

Tesla delivery miss pressures auto margins

Detected 3 days ago

The event has been happening for 2 days

Delivery miss raised margin concerns across EV and consumer discretionary holdings.

Your holding

85 TSLA · 4.1% of portfolio

Estimated impact

$1,960 over the past 2 days

There is so, so much more...

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AI summaries

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