Portfolio demo. All data is synthetic and for illustration only.
Client profile · synthetic
Net worth
$34.2M
assets minus liabilities
Assets
$37.1M
12 accounts
Liabilities
$2.9M
3 accounts
Take-home pay
$1.8M
last 12 months
E*TRADE Brokerage••9779
Linked Dec 3, 2023
Empower 401(k)••6365
Linked Sep 2, 2023
Your Firm Trust••8475
Linked Mar 11, 2024
Your Firm Brokerage••6055
Linked Jul 28, 2022
E*TRADE Money market••3761
Linked Oct 11, 2024
Your Firm IRA••3067
Linked Jun 18, 2023
Kraken Crypto••2434
Linked Jul 9, 2022
Citibank Savings••6649
Linked Dec 27, 2022
Capital One Checking••8747
Linked Jul 30, 2022
Edward Jones 529 plan••4201
Linked Feb 8, 2024
Empower HSA••4793
Linked Jun 7, 2022
Voya 401(k)••6048
Linked Oct 30
Capital One Mortgage••3243
Linked Apr 30, 2024
Capital One Credit card••4648
Linked Oct 13, 2024
Citibank Auto loan••4064
Linked Apr 8, 2024