TOTAL NET WORTH
$847,392.14
▲ +$12,847.33 today (+1.54%)
Cash & Banking
$142,830
▲ +$2,100 this month
Investments
$312,450
▲ +$8,230 this month
Retirement
$198,650
▲ +$4,120 this month
Crypto
$45,892
▲ +$3,840 today
Real Estate
$145,000
▲ +$5,000 this month
Liabilities
$0
No active debt
Net Worth History
12-month trend
Asset Allocation
Current portfolio split
Investments
36.9%
$312,450
Retirement
23.5%
$198,650
Real Estate
17.1%
$145,000
Cash
16.9%
$142,830
Crypto
5.4%
$45,892
Accounts
7 connected accounts
| Account | Type | Sync | Balance |
|---|---|---|---|
|
Chase Checking ••4821
Chase Bank
|
Cash | Plaid |
$52,340
+$2,100 MoM
|
|
HYSA ••7743
Marcus (Goldman)
|
Cash | Plaid |
$90,490
+$420 interest
|
|
Brokerage ••1129
Fidelity
|
Invest | API |
$312,450
+$8,230 MoM
|
|
401(k) ••5503
Vanguard
|
Retire | Manual |
$148,900
+$3,100 MoM
|
|
Roth IRA ••8814
Vanguard
|
Retire | Manual |
$49,750
+$1,020 MoM
|
|
Coinbase ••3371
Coinbase
|
Crypto | API |
$45,892
+$3,840 today
|
|
Home Equity
Zillow Estimate
|
Property | Manual |
$145,000
+$5,000 MoM
|
Recent Activity
Last 7 days
Fidelity portfolio gain
Today, 4:02 PM · Auto-sync
+$8,230
Bitcoin price increase
Today, 2:15 PM · Coinbase API
+$3,840
Direct deposit received
Yesterday · Chase Checking
+$4,200
401(k) contribution processed
Feb 14 · Vanguard
+$1,500
Marcus HYSA interest credit
Feb 13 · Goldman Sachs
+$420
Stripe subscription renewal
Feb 11 · Chase Checking
−$99
Home equity updated
Feb 10 · Manual entry
+$5,000