Financials

Net Worth

Track your assets, liabilities, and overall net worth over time.

Net Worth

$1.17 Million

Investable Assets

$0.872 Million

CAGR

NET WORTH

+22.48%

INVESTABLE

+27.24%

S&P 500

+6.68%

DOW JONES

+5.27%

TSLA

-11.49%

Assets

$1.301 Million

1 DAY

$-51,959 (-0.4%)

1 MONTH

+$78,000 (+6.4%)

3 MONTHS

+$215,000 (+19.8%)

1 YEAR

+$6.081M (+87.82%)

Liabilities

$0.132 Million

1 DAY

$0 (0%)

1 MONTH

$-2,500 (-1.9%)

3 MONTHS

$-7,200 (-5.2%)

1 YEAR

$-15,000 (-10.2%)

Cash on hand

$430,755

Tax on Unrealized Gains

$23,227

Adjusted Net Worth

$1.146 Million

Unfunded

$250,000

Net Worth Trend

12-month history of your net worth, assets, and liabilities

Asset Allocation

Breakdown of your assets by category

Real Estate

$2,993,00041.0%

Stocks

$1,505,00020.6%

Crypto

$1,616,00022.1%

Cash

$430,7555.9%

Other

$762,75810.4%

Net Worth Flow

How your assets and liabilities contribute to your net worth

The Net Worth Flow visualization shows how your assets and liabilities contribute to your overall net worth.

This advanced visualization requires additional configuration and will be implemented in the next update.

View detailed projections in Planning