Orbit Invest

Data readiness

Live provider stack

Total value

$184,520.42

+2.84% today

Asset allocation

Broad asset class

62%

Equities62%

ETFs21%

Cash9%

Bonds8%

Saved companies

Portfolio watchlist

Consumer technology

Apple Inc.

AAPL · NASDAQ · Large Cap

Sample data $214.36 +1.42%

Position

No holding yet

Shares Avg cost

Research stream

Portfolio

Holdings and exposure

Linked accounts

Connect investment accounts

Plaid ready Private Read-only

Plaid connects read-only investment holdings.

Accounts

Selected account summary

Targets

Rebalance planner

100

Manual workflow

Add or update a holding

Use this to model holdings before read-only account linking.

Next best actions

Portfolio command center

Positions

Live holdings

Concentration

Largest position

Classification overrides

Underlying asset map

Projection

Future portfolio path

Annual contribution Expected return

Years

Research

Company thesis notebook

AAPL

Apple Inc.

Thesis Bull case Bear case

Saved notes

Research coverage

News

Live company headlines

Alerts

Watch conditions

New alert

AAPL

Direction Price

Active list

Investing workspace

Live provider stack

$184,520.42

Broad asset class

Portfolio watchlist

Apple Inc.

No holding yet

Research stream

Holdings and exposure

Connect investment accounts

Selected account summary

Rebalance planner

Add or update a holding

Portfolio command center

Live holdings

Largest position

Underlying asset map

Future portfolio path

Company thesis notebook

Apple Inc.

Research coverage

Live company headlines

Watch conditions

AAPL

Live alert state

Sign in to Orbit Invest

Connect Plaid account