Accounts
Net worth
$221,170.00
+$6,158.01 +2.86% past 30 days
1M 3M 1Y All
Assets
$635,510.00
Liabilities
$414,340.00
  • Cash $30.6K +$845
  • Investments $84.9K +$1,757
  • Valued by you $520K +$2,340
/Esc

Connected

Cash $30,570.00

Everyday Checking ····1111
Meridian Trust Bank · Checking
$8,420.00
High-Yield Savings ····2222
Meridian Trust Bank · Savings
$22,150.00

Investments $84,940.00

Brokerage ····4444
Harborline Brokerage · Brokerage
$49,490.00
Roth IRA ····5555
Harborline Brokerage · Roth IRA
$35,450.00

Owed $414,340.00

Home Mortgage ····6666
Stonebridge Home Loans · Mortgage
$412,000.00
Travel Rewards Visa ····3333
Summit Card Services · Credit card
$2,340.00

Other

Valued by you $520,000.00

Primary ResidenceAsset
Real estate · Valued by you since Apr 2026Real estate · since Apr 2026
$520,000.00