Like what you see? Your own finances could look this organized.
What's included in this calculation?

Your net worth here reflects liquid and invested assets — savings accounts and investment portfolios — minus outstanding debts. Money in your checking account isn't counted because it acts like a reservoir — income flows in and trickles down to each category in your budget. Physical assets like your home, vehicles, or personal property are also excluded because their values are difficult to assess accurately and aren't easily converted to cash.

Your Net Worth

-$13,462.46
Financial Health: Needs Improvement

Based on budget: "Demo Budget"

Net Worth Over Time
Asset Composition
100%
Investments
Assets
$27,744.25
Total Assets
Investments ($27,744.25)
AMZN
Demo Portfolio
$9,552.00
3.00 shares @ $3,184.00
GOOGL
Demo Portfolio
$2,649.49
1.00 shares @ $2,649.49
TSLA
Demo Portfolio
$7,752.16
8.00 shares @ $969.02
NFLX
Demo Portfolio
$2,728.55
5.00 shares @ $545.71
VTI
Demo Portfolio
$5,062.05
21.00 shares @ $241.05
Liabilities
$41,206.71
Total Liabilities
Debts
Visa Credit Card
16.74% APR | Min: $41.64
$1,759.82
Car Loan
5.26% APR | Min: $434.05
$28,084.08
Personal Loan
17.64% APR | Min: $148.46
$9,873.82
Medical Debt
4.13% APR | Min: $116.12
$1,488.99
Financial Insights
Debt-to-Asset Ratio
148.5%
Consider debt reduction
Investment Allocation
100.0%
of total assets
Net Worth Trend
vs. last month
Recommendations: