Financial Overview

Dashboard

LiveLast updated 2 min ago

Total Balance

$84,231.09+12.5%

Monthly Transactions

1,284+8.2%

Portfolio Growth

+18.7%+3.1%

Savings Rate

24.3%-1.2%
Recent Transactions
View all
Your latest account activity

Whole Foods Market

Groceries · Today, 2:14 PM

-$127.43

Monthly Rent

Housing · Today, 9:00 AM

-$2,400.00

Salary Deposit

Income · Yesterday

+$6,750.00

Uber Eats

Dining · Yesterday

-$34.90

Tesla Lease

Auto · Mar 28

-$489.00
Portfolio Allocation
Current asset distribution
$84.2KTotal Value
US Equities
42%
International
22%
Fixed Income
18%
Real Estate
10%
Cash & Equiv.
8%