LP Performance Dashboard

Track your investments and earnings across all pools

Total Deposited
$18.0M

Across 3 positions

Current Value
$18.9M

+$902K earned

Total Earned
$902K

5.01% ROI

Average APY
12.2%

Blended across all pools

Portfolio Performance
Cumulative earnings over time
Jan 1Jan 15Feb 1Feb 15Mar 105000000100000001500000020000000
  • Earned Interest
  • Total Value
Return on Investment
ROI percentage over time
Jan 1Jan 15Feb 1Feb 15Mar 102468
  • ROI %
Your Positions
Detailed breakdown of all active investments
PoolStrategyDepositedCurrent ValueEarnedAPYDeposit Date
Conservative AI PoolConservative$5.0M$5.18M$184K9.2%2026-01-15
Moderate AI PoolModerate$10.0M$10.63M$632K15.8%2026-02-01
Ondo EquitiesEquities$3.0M$3.09M$86K11.5%2026-01-20
Rebalancing History
Recent portfolio adjustments and events

Moderate AI Pool

2026-03-15

Rebalance

Shifted 30% from Equities to Treasuries due to market volatility

Conservative AI Pool

2026-03-10

Rebalance

Increased Gold allocation from 20% to 25%

Moderate AI Pool

2026-03-05

Rebalance

Moved capital to higher-yielding Crypto opportunities

Ondo Equities

2026-02-28

Deposit

Added $500K to position

Tax Reporting
Taxable income summary for 2026

Total Interest Earned

$902K

Estimated Tax (20%)

$180K

After-Tax Income

$722K