Total Balance
$84,920.00
Multi-currency wallet • SafeBox 6.5% APY
Income
+$8,320
This month
Invested
$42,180
+12.4% YoY
Cash
$18,740
Ready to deploy
Auto-Invest Plan
Global 70/20/10
Runs every 1st of month
68% funded for this quarter goal
Insights
Rebalance suggested
US equities overweight by 6%
Performance
+8.4% YTD
Based on blended portfolio backtest vs benchmark.
Allocation
Balanced Growth
US Equities
48%
Intl Equities
22%
Bonds
18%
Gold
12%
Goals
In progress
CoastFIRE 2035
$86k / $120kVacation 2025
$4.2k / $6kRecent Activity
Wallet & investments
ETF Auto-Invest
Monthly DCA
-$1,200
Salary Deposit
Acme Corp • Oct 28
+$6,400
Airbnb Booking
Lisbon stay
-$320
Transfer to Savings
Safe Box 6.5% APY
-$800
Cards & limits
Virtual Visa
Available to spend
$4,200
4756 •••• •••• 9018
Card Holder
Jane Cooper
Expires
12/28
Daily limit
$2,000
Online payments
EnabledATM withdrawals
Limited