Hello, John
DemoHello, John
DemoYour journey to $1,000,000
My Road to $1,000,000
+$173,416 (+100.8%)all time
On track
Projected for
Jun 2039
3 months ahead
34.5% complete$654,600 to go
Next milestone
$500,000
$154,600 away
Target date
Jun 2039
in 12 years, 7 months
Assumes $800/month contribution · 7.0% annual return
Net worth
$906,700
Investments $295,000Cash $50,400Real estate $984,500Debts -$423,200
Your accounts
10 accounts across your assets and debts
| Account | Category | Type | Freshness | Balance |
|---|---|---|---|---|
| Financial accounts | ||||
Manually trackedManually tracked · 3 accounts | Investments | 2 types | All synced | $295,000 |
High-interest savingsEQ Bank · Cash · Not updated yet | Cash | Cash | Not updated yet | $38,000 |
Everyday chequingTD Bank · Cash · Not updated yet | Cash | Cash | Not updated yet | $12,400 |
| Real estate | ||||
Primary residenceReal estate · Updated Aug 8Add home value and mortgage for a more accurate projection | Real estate | Real estate | Updated Aug 8 | $650,000 |
Rental condoReal estate · Updated Aug 8Add home value and mortgage for a more accurate projection | Real estate | Real estate | Updated Aug 8 | $310,000 |
| Other assets | ||||
Toyota RAV4Car · Updated Aug 8 | Car | Car | Updated Aug 8 | $24,500 |
| Debts | ||||
Mortgage — primary residenceRBC · Mortgage · Updated Aug 8 | Other | Mortgage | Updated Aug 8 | −$420,000 |
Visa InfiniteTD Bank · Credit card · Updated Aug 8 | Credit card | Credit card | Updated Aug 8 | −$3,200 |
Insight of the day
Building wealth happens in three distinct phases.
Find out where you are and what changes in the next phase.
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This is a demo with sample data.