Worth
Net worth
$720,877
+$22,868+3.28% · past 3M
1 day
+$374
+0.05%
30 days
+$10,262
+1.44%
1 year
+$73,948
+11.43%
All time
+$142,064
+24.54%

Accounts

All accounts →
DB
Demo Brokerage
Demo Brokerage · ····9012
$275,160
+$169
DB
Demo Retirement (401k)
Demo Brokerage · ····3456
$229,753
+$141
DB
Demo Home
Demo Bank
$316,400
+$46
DB
Demo Checking
Demo Bank · ····1234
$12,744
+$1
DB
Demo Savings
Demo Bank · ····5678
$50,220
+$5
DB
Demo Mortgage
Demo Bank · ····7890
−$163,400
−$12

Top exposures

Concentration in your largest positions, including look-through exposure from ETFs and funds.

Direct
$56.3K
60.6% of port
Indirect (via funds)
$36.7K
39.4% of port
Combined
$93.0K
69.3% of port
Symbol
Direct
Indirect
Total
% of port
Sources

Allocation

Assets
$884.3K
Other assets
36%$316.4K
Investments
31%$275.2K
Retirement
26%$229.8K
Cash
7%$63.0K
Liab.
$163.4K
Mortgage
100%$163.4K

Milestones

Next: $1M Net Worth
Projected · Q2 2027
72%
$720,877$1,000,000
$500K Net Worth
Reached 2025-05-31
$500.0K
$1M Net Worth
ETA Q2 2027
$1.00M
$2M Net Worth
ETA 2030
$2.00M

Recent activity

May 26
Contribution
Demo Retirement (401k)
+$2,000
May 21
Contribution
Demo Brokerage
+$5,000
May 12
Contribution
Demo Retirement (401k)
+$2,000
May 6
Interest
Demo Brokerage
+$12
May 1
Dividend
Demo Retirement (401k)
+$98
May 1
Dividend
Demo Brokerage
+$43
Apr 21
Contribution
Demo Brokerage
+$5,000
Apr 11
Withdrawal
Demo Brokerage
−$3,000
Apr 6
Interest
Demo Brokerage
+$11
Apr 1
Capital gain
Demo Retirement (401k)
+$250
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