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Overview of your asset distribution
Net Worth
$229,900
+5.4% this month
Cash Assets
$34,500
Liquid
Investments
$195,400
+7.2% YTD
Accounts
3 Accounts
Sync: 1m ago
Accounts
Detailed breakdown of linked institutions
Chase Private Client
Primary
Checking Account •••• 4892
$12,450.80
Wealthfront High-Yield Savings
4.50%
APY
Savings Account •••• 9912
$22,049.20
Fidelity Brokerage
Active
Investment Account •••• 0041
$195,400.00
Holdings
Asset allocation by sector classes
Stocks & Index Funds
62% ($142,500)
Crypto Assets
23% ($52,900)
Cash / Stablecoins
15% ($34,500)
Net Worth History
Financial trajectory over the past 6 months