Portfolio demo. All data is synthetic and for illustration only.
Client profile · synthetic
Net worth
$848.1K
assets minus liabilities
Assets
$1M
7 accounts
Liabilities
$179K
3 accounts
Take-home pay
$86.9K
last 12 months
Edward Jones IRA••1136
Linked Mar 25, 2025
Your Firm Brokerage••6077
Linked Mar 21, 2024
Empower 401(k)••1672
Linked Feb 5, 2024
Merrill Brokerage••1295
Linked Jan 16, 2024
John Hancock 401(k)••9409
Linked Aug 15
JPMorgan Chase Savings••1701
Linked Apr 5, 2024
JPMorgan Chase Checking••4843
Linked Feb 3, 2024
Bank of America Mortgage••2038
Linked Mar 1, 2023
JPMorgan Chase Credit card••5857
Linked Mar 25, 2023
Citibank Auto loan••8722
Linked Aug 30, 2023