You’re exploring a demo — none of this is your real data.Start your own journey

Investments

Demo

Track your accounts and see your total investments.

TOTAL INVESTMENTS
$52,400
+$680 (1.3%)vs last month
INVESTMENTS OVER TIME
Actual
Expected (7% return)
REBALANCING INSIGHT

Your portfolio is already positioned for growth.

Most of your money is in growth-oriented accounts, so there's no major rebalancing opportunity right now.

ACCOUNT BREAKDOWN
Brokerage19%$10,000
Retirement81%$42,400
Cash0%$0
Bonds / Fixed income0%$0
Crypto0%$0
Other0%$0
Total Investments$52,400
Accounts
Account NameAccount TypeAmount
Fidelity 401(k)Retirement$28,150
Roth IRARetirement$14,250
Brokerage accountBrokerage$10,000
Total$52,400100.0%
Contributions

One-off additions made outside your scheduled check-ins.

DateAccountNoteAmount
No additional contributions logged yet.
INVESTMENTS GOAL PROGRESS
$52,400
of $1,000,000
5.2%
of the way there
$0$1,000,000
Target Amount
$1,000,000
Target Date
Apr 1, 2052