Track balances, portfolio movement, spending activity, and account health from one place.
Updated today
Net Worth
$205,654
+3.8% this month
Monthly Change
| Feb | +$3,500 |
| Mar | +$4,700 |
| Apr | +$4,800 |
| May | +$7,400 |
| Jun | +$7,254 |
Debt
$11,834
+0.6% weekly
Monthly Change
| Feb | -$350 |
| Mar | -$350 |
| Apr | -$150 |
| May | -$190 |
| Jun | +$74 |
Stock Portfolio
$25,249
-1.2% this week
Top Movers
| AAPL | +1.2% |
| MSFT | +0.8% |
| NVDA | -1.4% |
| VTI | +0.3% |
401(k) Balance
$150,634
+0.9% this month
Monthly Change
| Feb | +$2,700 |
| Mar | +$2,900 |
| Apr | +$3,700 |
| May | +$2,400 |
| Jun | +$1,434 |
| Ticker | Company | Shares | Average Cost | Market Value | Day Change |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | 24 | $168.42 | $5,124.96 | +1.2% |
| MSFT | Microsoft Corp. | 18 | $312.75 | $8,214.30 | +0.8% |
| NVDA | NVIDIA Corp. | 10 | $89.10 | $1,245.60 | -1.4% |
| VTI | Vanguard Total Stock Market ETF | 32 | $221.30 | $8,902.40 | +0.3% |
| Date | Merchant | Category | Status | Amount |
|---|---|---|---|---|
| Jun 24 | ETrade | Investment | Completed | $500.00 |
| Jun 23 | Mortgage Payment | Housing | Completed | $1,850.00 |
| Jun 22 | Electric Utility | Bills | Pending | $142.38 |
| Jun 21 | Payroll Deposit | Income | Completed | $3,250.00 |