Like what you see? Your own finances could look this organized.
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Wealth Overview
Needs Improvement
Net Worth
Watch assets, debts, and monthly movement in one place so progress is easier to feel.
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
-$10,405.46
Financial Health: Needs Improvement
Based on budget: "Demo Budget"
Net Worth Over Time
Asset Composition
Investments
Assets
$23,082.06
Total Assets
Investments ($23,082.06)
TSLA
Demo Portfolio
Demo Portfolio
$2,833.80
3.00 shares @ $944.60
3.00 shares @ $944.60
ADBE
Demo Portfolio
Demo Portfolio
$6,708.66
14.00 shares @ $479.19
14.00 shares @ $479.19
V
Demo Portfolio
Demo Portfolio
$7,195.98
33.00 shares @ $218.06
33.00 shares @ $218.06
MA
Demo Portfolio
Demo Portfolio
$5,547.36
13.00 shares @ $426.72
13.00 shares @ $426.72
SPY
Demo Portfolio
Demo Portfolio
$796.26
2.00 shares @ $398.13
2.00 shares @ $398.13
Liabilities
$33,487.52
Total Liabilities
Debts
Car Loan
6.45% APR | Min: $426.57
6.45% APR | Min: $426.57
$24,483.23
Personal Loan
16.43% APR | Min: $236.39
16.43% APR | Min: $236.39
$4,881.84
Medical Debt
4.99% APR | Min: $182.13
4.99% APR | Min: $182.13
$4,122.45
Financial Insights
Debt-to-Asset Ratio
145.1%
Consider debt reduction
Investment Allocation
100.0%
of total assets
Net Worth Trend
vs. last month
Recommendations:
- Focus on debt reduction strategies
- Build an emergency fund - set a savings goal
- Review and update your budget regularly