Portfolio demo. All data is synthetic and for illustration only.
Client profile · synthetic
Net worth
$185.3K
assets minus liabilities
Assets
$824.9K
7 accounts
Liabilities
$639.6K
2 accounts
Take-home pay
$177.5K
last 12 months
Principal 401(k)••3617
Linked Feb 15, 2023
Your Firm Brokerage••4265
Linked Jul 26, 2022
John Hancock 401(k)••4637
Linked Aug 15
Interactive Brokers 529 plan••7068
Linked Jun 12, 2024
Capital One Savings••2414
Linked Jul 22, 2024
Principal HSA••2748
Linked Jul 29, 2022
Capital One Checking••5483
Linked Mar 25, 2024
U.S. Bank Mortgage••2200
Linked Sep 26, 2023
Capital One Credit card••2908
Linked Apr 17, 2024