Dashboard Preview

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+12.5%
$2,438,592
Total Net Worth
+8.2%
$1,847,329
Portfolio Value
+5.1%
$24,680
Monthly Income
-2.3%
$8,234
Expenses

Connected Accounts

Chase Checking
Cash
$45,230
+2.1%
Vanguard 401(k)
Retirement
$687,450
+8.5%
E*TRADE Portfolio
Investment
$892,340
+12.3%
Real Estate
Property
$650,000
+3.2%
Coinbase
Crypto
$163,572
-5.4%

Recent Activity

Dividend received
Vanguard S&P 500 ETF
Account synced
Chase Checking
New transaction
E*TRADE Portfolio

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