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Financial Dashboard

Alex Morgan
Total Portfolio Value
$284,592.00
+$12,845 (4.7%) this month
$42,295
Monthly Income
$8,450
Monthly Savings
$156,200
Investments
$3,280
Credit Card

Portfolio Allocation

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📈
S&P 500 ETF
SPY
$98,420
+12.4%
🏦
Treasury Bonds
TLT
$45,200
+3.2%
💻
Tech Growth Fund
TECH
$72,800
+18.7%
🏠
Real Estate REIT
VNQ
$38,150
-2.1%

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Recent Transactions

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DescriptionDateCategoryAmount
Salary DepositApr 10, 2026Income+$8,450
Amazon PurchaseApr 09, 2026Shopping-$156.32
Dividend PaymentApr 08, 2026Investment+$425.00
Netflix SubscriptionApr 07, 2026Entertainment-$15.99
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