Portfolio demo. All data is synthetic and for illustration only.
Client profile · synthetic
Net worth
$3.1M
assets minus liabilities
Assets
$4.5M
10 accounts
Liabilities
$1.4M
2 accounts
Take-home pay
$422K
last 12 months
Your Firm Brokerage••2118
Linked Nov 3, 2023
John Hancock 401(k)••5821
Linked Aug 16, 2023
Charles Schwab Brokerage••1164
Linked Jun 3, 2024
Charles Schwab IRA••2796
Linked Apr 7, 2023
E*TRADE Brokerage••5497
Linked Nov 14
Your Firm IRA••3682
Linked Jan 1, 2024
Ally Bank Savings••6160
Linked May 9, 2024
Charles Schwab Money market••5876
Linked Jul 21, 2022
Ally Bank Checking••7205
Linked Sep 22, 2024
John Hancock HSA••1121
Linked Jun 16, 2023
Citibank Mortgage••5720
Linked Aug 21, 2022
Ally Bank Credit card••5033
Linked Sep 29, 2022