Like what you see? Your own finances could look this organized.
Wealth Overview

Net Worth

Watch assets, debts, and monthly movement in one place so progress is easier to feel.

Needs Improvement
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 is not 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 are not easily converted to cash.

Your Net Worth

-$4,939.88
Financial Health: Needs Improvement

Based on budget: "Demo Budget"

Net Worth Over Time
Asset Composition
100%
Investments
Assets
$26,829.43
Total Assets
Investments ($26,829.43)
AAPL
Demo Portfolio
$2,833.73
17.00 shares @ $166.69
AMZN
Demo Portfolio
$7,204.56
2.00 shares @ $3,602.28
NVDA
Demo Portfolio
$7,928.62
14.00 shares @ $566.33
V
Demo Portfolio
$3,981.60
15.00 shares @ $265.44
VTI
Demo Portfolio
$4,880.92
22.00 shares @ $221.86
Liabilities
$31,769.31
Total Liabilities
Debts
Visa Credit Card
15.18% APR | Min: $131.41
$1,140.88
Student Loan
3.39% APR | Min: $361.17
$30,628.43
Financial Insights
Debt-to-Asset Ratio
118.4%
Consider debt reduction
Investment Allocation
100.0%
of total assets
Net Worth Trend
vs. last month
Recommendations:
Update Budget
Manage Investments
Pay Off Debt
Set Goals