Interactive Demo Environment
You are currently exploring a demonstration of the Headwall investment platform. This is not a real account and no actual trades or transactions will be executed. All data shown is simulated for demonstration purposes.
Welcome back, Alex Rivera
Here's what's happening with your retirement accounts.
Total Balance
$216,777.88
+$4,234.12 this month
YTD Return
+8.2%
+$16,476 vs S&P 500: +7.8%
Monthly Contribution
$1,250
Combined across 2 accounts
Cash Available
$7,478.22
Ready to invest
Action Items
Tasks that need your attention
401K Roth Rebalance
Tech allocation has drifted 4% above target
KYC Refresh
Identity verification expires in 30 days
Cash Deployment
$7,478 available for investment
Quick Actions
Common tasks and shortcuts
Recent Activity
Your latest transactions and account changes
401K Roth Contribution
Dec 15, 2024
+$750.00
Payroll deduction
401K Traditional Contribution
Dec 15, 2024
+$500.00
Payroll deduction
NVDA Position Update
Dec 14, 2024
+$588.90
Daily gain (+7.2%)
VTI Dividend Received
Dec 12, 2024
+$89.23
Quarterly dividend
AAPL Trade Executed
Dec 10, 2024
Buy 5 AAPL @ $179.23
Market order filled