As of: 1/11/2026
Net Worth
Total Income
Total Expenses
Key Updates
Net Worth Update
1-YEAR TREND
Income & Expenses
BUDGET VS ACTUAL
Key Insights
Your portfolio diversification is strong with 60% stocks, 30% bonds, and 10% cash
Tech sector holdings have outperformed by 8.5% compared to market average
Emergency fund is at 5.2 months of expenses - consider adding $2,000 to reach 6-month target
* Insights generated by AI based on your portfolio data
Latest News
Tech Stocks Rally on Strong Earnings Reports
Financial Times
Major tech companies exceed Q2 expectations, driving market gains
Federal Reserve Signals Potential Rate Cuts
Wall Street Journal
Economic indicators suggest policy shift may benefit bond holdings
Sustainable Investing Trends Continue Growth
Bloomberg
ESG funds see record inflows as investors prioritize sustainability
Recommendations
Tax Strategy Review
Consider maxing out retirement contributions before year-end. You have $6,500 remaining in IRA contribution room.
Portfolio Rebalancing
Your stock allocation has grown to 65%. Consider rebalancing to maintain your target 60/30/10 allocation.
Emergency Fund Goal
Add $2,000 to reach your 6-month emergency fund target. This will provide better financial security.