Portfolio demo. All data is synthetic and for illustration only.
Client profile · synthetic
Net worth
$1.3M
assets minus liabilities
Assets
$1.4M
9 accounts
Liabilities
$151K
3 accounts
Take-home pay
$85.3K
last 12 months
Your Firm Brokerage••6178
Linked May 30, 2023
Your Firm IRA••2209
Linked Sep 18, 2022
John Hancock 401(k)••9930
Linked Nov 11, 2022
E*TRADE Brokerage••5074
Linked Aug 5, 2024
Gemini Crypto••3061
Linked Apr 20, 2023
Citibank Savings••8229
Linked Mar 18, 2023
Charles Schwab IRA••3032
Linked Nov 2, 2022
Morgan Stanley Roth IRA••2591
Linked May 12, 2024
Citibank Checking••8115
Linked Jun 6, 2023
Ally Bank Mortgage••3025
Linked Jan 5, 2023
Citibank Credit card••3647
Linked Jun 6, 2022
Citibank Auto loan••7397
Linked Jul 15, 2024