With June over I had a review of my transaction done by AI and had it create inforgraphics for three accounts. I am still playing around with dashboards but I think the infographic is bettter for this blog as all the information is contained in a single image. At this point, I am primarily concerned with capital preservation and income generation so I won’t be posting total returns anymore because I plan on spending the income.
Schwab
My Schwab account had income generation for the month of June of $4,144.11.
Fidelity
My taxable Fidelity account had some cash outflows for money that I plan on spending.
My IRA had some decent income this month. A whopping $23,800 in option premiums for the month of June! I did however roll some at a cost of $7600 so a net of about $15k.
My AI trading apps have indeed made me a better investor and I use the apps every day to initiate, review or close positions. AI is just getting started so I expect improvements across the board.
Share The Wealth
Are you using AI to review your portfolio yet?