Dashboard

Your complete financial overview

Total Net Worth
$1,220,422.95
+3.09%vs last month

Assets

$1,220,422.95

Liabilities

$0

Liquid

$67,720.5

Asset Allocation
Accounts

Primary Checking

Chase

$15,420.50

High-Yield Savings

Marcus

$52,300.00

Brokerage

Fidelity

$234,567.89

401(k)

Vanguard

$189,234.56

Roth IRA

Schwab

$78,900.00

Primary Residence

Zillow Estimate

$650,000.00

AI Insights
Deep Analysis

Tax-Loss Harvesting Opportunity

VNQ is down 3.7% from cost basis. Consider harvesting the loss to offset gains.

Potential $340 tax savings

Emergency Fund Nearly Complete

You're 87% to your emergency fund goal. Consider redirecting savings to investments soon.

Optimize cash allocation

Rebalancing Suggested

US stocks have drifted 5% above target allocation. Consider rebalancing to maintain risk profile.

Reduce portfolio risk

Financial Goals
Emergency Fundhigh
$52,300 / $60,000
$7,700 remaining-229 days left
Down Paymenthigh
$78,000 / $150,000
$72,000 remaining350 days left
Vacation Fundmedium
$4,500 / $8,000
$3,500 remaining166 days left
New Carlow
$12,000 / $45,000
$33,000 remaining715 days left
Recent Transactions

Direct Deposit - Salary

Income • 1/15/2026

+$5,200.00

Whole Foods Market

Groceries • 1/14/2026

$156.34

Netflix Subscription

Entertainment • 1/13/2026

$15.99

Transfer to Savings

Transfer • 1/12/2026

$1,000.00

Shell Gas Station

Transportation • 1/11/2026

$52.40

Amazon Prime

Shopping • 1/10/2026

$14.99