Portfolio demo. All data is synthetic and for illustration only.
Client profile · synthetic
Net worth
$926.3K
assets minus liabilities
Assets
$1.2M
7 accounts
Liabilities
$293.4K
2 accounts
Take-home pay
$121K
last 12 months
Vanguard IRA••7777
Linked Nov 13
Your Firm Brokerage••3856
Linked Oct 8, 2023
Merrill Brokerage••3302
Linked Nov 24, 2022
Ascensus 401(k)••2866
Linked Aug 23, 2024
JPMorgan Chase Savings••7618
Linked Aug 19, 2023
Gemini Crypto••1428
Linked Feb 28, 2024
JPMorgan Chase Checking••1683
Linked Aug 28, 2022
Capital One Mortgage••9395
Linked Jun 7, 2023
JPMorgan Chase Credit card••5267
Linked Mar 8, 2024