Portfolio demo. All data is synthetic and for illustration only.
Client profile · synthetic
Net worth
$3.6M
assets minus liabilities
Assets
$4.1M
8 accounts
Liabilities
$544.9K
3 accounts
Take-home pay
$201.9K
last 12 months
Edward Jones Brokerage••2545
Linked Jan 26, 2024
Your Firm Brokerage••3208
Linked Nov 21, 2022
Kraken Crypto••7242
Linked May 12, 2023
Principal 401(k)••6123
Linked Aug 21, 2024
Ally Bank Savings••2775
Linked Jul 21, 2022
Edward Jones Money market••3651
Linked Sep 27, 2024
E*TRADE Roth IRA••1675
Linked Sep 18, 2023
Ally Bank Checking••5577
Linked Jun 1, 2023
Citibank Mortgage••4997
Linked Sep 24, 2023
U.S. Bank Auto loan••8994
Linked Apr 20, 2024
Ally Bank Credit card••5902
Linked Jul 29, 2024