Accounts
Manage investment accounts and portfolios.
Total Accounts
7
Total Balance
$13.08M
Active Positions
77
All Accounts
Account ID | Name | Type | Balance | Positions | Status | Created | |
|---|---|---|---|---|---|---|---|
| ACC-001 | Alpha Growth Fund | Institutional | $2,450,000 | 12 | Active | 2025-06-15 | |
| ACC-002 | Beta Value Portfolio | Institutional | $1,830,000 | 8 | Active | 2025-07-22 | |
| ACC-003 | John Doe IRA | Individual | $524,000 | 5 | Active | 2025-08-10 | |
| ACC-004 | Gamma Hedge Fund | Institutional | $5,120,000 | 24 | Active | 2025-04-03 | |
| ACC-005 | Jane Smith 401k | Individual | $312,000 | 3 | Suspended | 2025-09-18 | |
| ACC-006 | Delta Quant Strategy | Institutional | $1,950,000 | 18 | Active | 2025-05-27 | |
| ACC-007 | Epsilon Income Fund | Institutional | $890,000 | 7 | Under review | 2025-11-01 |