Portfolio demo. All data is synthetic and for illustration only.
Client profile · synthetic
Net worth
$576.7K
assets minus liabilities
Assets
$833.2K
7 accounts
Liabilities
$256.5K
3 accounts
Take-home pay
$91.7K
last 12 months
Your Firm Brokerage••4878
Linked Sep 21, 2024
Vanguard Brokerage••8987
Linked Jul 15, 2023
Your Firm IRA••7256
Linked Feb 11, 2024
Ascensus 401(k)••6785
Linked Apr 24, 2024
Capital One Savings••3211
Linked Apr 25, 2024
Bank of America Checking••2903
Linked Apr 2, 2024
Empower 401(k)••8151
Linked Jul 26
Capital One Mortgage••3821
Linked Jan 5, 2024
Wells Fargo Auto loan••3961
Linked Jun 11, 2022
Bank of America Credit card••3243
Linked Sep 27, 2022