Net Worth
$84,320
↑ +$2,140 this month
Portfolio
$42,180
↑ +4.2% today
Cash
$12,640
↑ +$320 saved
Monthly Spend
$3,240
↑ +8% vs last month
Portfolio Allocation ⬡
Recent Transactions ↕
Portfolio Value
$42,180
↑ +$1,692 today
Day Gain
+$1,692
↑ +4.18%
Total Return
+$8,430
↑ +24.9%
Holdings
| Symbol | Price | Change | Shares | Value | Return |
|---|
This Month
$3,240
↑ +8% vs last month
Last Month
$2,998
↓ -3% vs prev
6-Mo Average
$3,041
Spending · 6 Mo
Recent Transactions
Monthly Budget
$4,000
↑ $760 remaining
Spent
$3,240
81% of budget
Savings Rate
22%
↑ Above target
Category Budgets
Financial Goals