Portfolio demo. All data is synthetic and for illustration only.
Client profile · synthetic
Net worth
$10.7M
assets minus liabilities
Assets
$10.7M
9 accounts
Liabilities
$16K
2 accounts
Retirement income
$323.9K
last 12 months
Your Firm Brokerage••1127
Linked Sep 29, 2023
Interactive Brokers Brokerage••4544
Linked Jul 27, 2024
Gemini Crypto••8768
Linked Jun 20, 2022
Capital One Savings••7321
Linked Aug 1, 2022
Your Firm IRA••3192
Linked Feb 14, 2023
Interactive Brokers Money market••3618
Linked Feb 1, 2024
Ascensus 401(k)••9240
Linked Jun 27
Wells Fargo Savings••2429
Linked Aug 3, 2023
Wells Fargo Checking••2685
Linked May 16, 2023
Wells Fargo Credit card••3622
Linked Sep 9, 2023
JPMorgan Chase Auto loan••4734
Linked May 17, 2024