Financial Overview
Good morning, Alex. Your portfolio is up 3.2% today.
March 2026
Total Balance
$847,291.54
▲ $24,150.30 this month
Deposit
Send
Exchange
Invest
Savings Account
$312,450.00
4.25% APY · Updated today
Investment Portfolio
$534,841.54
+3.2% today · +18.7% YTD
Recent Transactions
Last 7 days
View All
Spotify Premium
Entertainment
Mar 16
Done
-$14.99
Salary Deposit
Income
Mar 15
Done
+$8,450.00
Amazon Purchase
Shopping
Mar 14
Done
-$247.50
Whole Foods Market
Groceries
Mar 13
Done
-$186.32
Delta Airlines
Travel
Mar 12
Pending
-$1,240.00
Dividend — AAPL
Investment
Mar 11
Done
+$342.18
Blue Bottle Coffee
Food & Drink
Mar 10
Done
-$7.50
Asset Allocation
Portfolio
$534.8K
Total
Equities
40%
Bonds
25%
Real Estate
16%
Crypto
10%
Cash
9%
Credit Score
Experian
812
Updated March 1, 2026
Monthly Spending by Category
March 2026 · $4,892.40 total spent
Housing & Rent
$2,100.00
Food & Dining
$862.30
Transportation
$540.00
Entertainment
$390.10