Portfolio demo. All data is synthetic and for illustration only.
Client profile · synthetic
Net worth
$1.4M
assets minus liabilities
Assets
$1.5M
10 accounts
Liabilities
$175.4K
2 accounts
Take-home pay
$77.1K
last 12 months
Voya 401(k)••9867
Linked Jun 6, 2024
Fidelity Brokerage••9207
Linked Jul 5, 2023
Kraken Crypto••1626
Linked Mar 9, 2024
Your Firm Brokerage••5973
Linked Oct 30, 2023
Morgan Stanley 529 plan••3070
Linked Sep 13, 2022
Wells Fargo Checking••7029
Linked Jun 9, 2024
Your Firm IRA••9010
Linked Jan 28, 2024
Ally Bank Savings••5753
Linked Jul 11, 2022
Edward Jones Roth IRA••8576
Linked Feb 15, 2023
John Hancock 401(k)••7149
Linked Jan 31
Citibank Mortgage••4465
Linked Mar 8, 2023
Wells Fargo Credit card••8073
Linked May 12, 2023