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S&P 5005,842.31+1.24%|
NASDAQ18,924.67+1.87%|
DOW43,221.55+0.92%|
BTC97,342.00+3.41%|
ETH4,128.50+2.18%|
GOLD2,891.40+0.32%|
10Y YIELD4.12%-0.08%|
VIX14.23-2.41%|
AAPL248.92+0.87%|
MSFT492.30+1.12%|
NVDA1,284.50+4.23%|
TSLA172.63-1.05%|
AMZN186.40+0.65%|
S&P 5005,842.31+1.24%|
NASDAQ18,924.67+1.87%|
DOW43,221.55+0.92%|
BTC97,342.00+3.41%|
ETH4,128.50+2.18%|
GOLD2,891.40+0.32%|
10Y YIELD4.12%-0.08%|
VIX14.23-2.41%|
AAPL248.92+0.87%|
MSFT492.30+1.12%|
NVDA1,284.50+4.23%|
TSLA172.63-1.05%|
AMZN186.40+0.65%|
S&P 5005,842.31+1.24%|
NASDAQ18,924.67+1.87%|
DOW43,221.55+0.92%|
BTC97,342.00+3.41%|
ETH4,128.50+2.18%|
GOLD2,891.40+0.32%|
10Y YIELD4.12%-0.08%|
VIX14.23-2.41%|
AAPL248.92+0.87%|
MSFT492.30+1.12%|
NVDA1,284.50+4.23%|
TSLA172.63-1.05%|
AMZN186.40+0.65%|

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Q1 Portfolio Review
Sarah Chen · Goldman Sachs PWM
Apr 8, 202610:00 AM EST45 min
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Apr 12, 20262:00 PM EST30 min

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Portflo does not receive compensation from advisors based on assets managed. Advisors compete on your terms.

Portflo, Inc. is not a registered broker-dealer, investment adviser, or mortgage broker. The platform facilitates introductions between high-net-worth individuals and licensed third-party financial service providers. Portflo does not provide investment advice, execute securities transactions, or arrange mortgage financing. All investment advisory services are provided solely by third-party SEC-registered investment advisers or FINRA-registered broker-dealers. Mortgage rate information is provided for comparison purposes only; all lending is arranged through licensed lenders.

Accredited investor status requires verification of financial documentation in accordance with SEC Rule 501 of Regulation D by a qualified third party (licensed attorney, CPA, or registered broker-dealer). AI-assisted net worth aggregation is used to facilitate this process and does not constitute a final determination of accredited investor status. Net worth data is aggregated via Plaid, Zillow, and Carta integrations. All data is processed in accordance with applicable privacy laws including CCPA and GDPR.

Deal flow listings are provided for informational purposes only and do not constitute an offer to sell or a solicitation of an offer to buy any security. Private placements involve substantial risk including illiquidity and the potential loss of principal. Past performance is not indicative of future results. No return projections made by third-party advisors on this platform should be construed as a guarantee.

Portflo Health Score is a proprietary informational metric and does not constitute investment, tax, or legal advice. Peer benchmarks are anonymized and aggregated. Individual results may vary. This platform is a technology demonstration; all data shown is illustrative.

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