💰 Net Worth Dashboard

Enter each holding once, tagged by asset class and account. Both charts read the same list.

Blurs all amounts so you can demo the app without showing real numbers.

Net Worth

Assets: $0 Debts: $0

Allocation by Asset Class

Allocation by Account

Show holdings & debts Hide holdings & debts

Add a Holding

Label

Ticker (optional)

Value ($)

Asset Class

Account

Holdings

Label	Asset Class	Account	Value

No holdings yet — add your first above.

Debts

Label

Amount ($)

No debts added.

⚖️ Show rebalancing ⚖️ Hide rebalancing

Set a target % for each asset class, then save. The table below compares your targets to where your money actually is, and tells you how much to add or trim.

Target Allocations

Target vs. Current

Asset Class	Target	Current	To do

Add holdings to see your rebalance plan.

💵 Show savings rate 💵 Hide savings rate

Log each period's income and saving. Everything below is your year-to-date total, so the rate updates as the year fills in. Pretax 401k is treated like taxes — taken out before take-home, and counted as saving.

Add a Period

Period

Gross income ($)

Pretax 401k ($)

Taxes ($)

After-tax saving ($)

Spending ($)

Year to Date

Savings Rate (of gross income)

Gross: $0 Take-home: $0 Total saved: $0

Saving per Period

Show periods Hide periods

Period	Gross	401k	Taxes	After-tax	Spending

No periods yet — add your first above.

Other Assets (not in net worth) Coming soon

Track things like a car or home in their own section — kept out of the net worth number and the rebalancing tool.