Net Worth
⤢—
—
Liquid Cash
⤢—
banks
Unrealized Gain
⤢—
on holdings
Deductibles YTD
⤢—
DRAFT · unverified
Net Flow MTD
⤢—
income vs spend
Net Worth Trend
Climbing with the market
WM6M
Allocation
⤢Top Holdings · share · gain
⤢Deductibles · category mix
⤢Deductible YTD
—
Accounts
⤢Prop Game · fees vs payouts
⤢Net prop result 2026: — —
Cash flow · invested vs spent
⤢No double-count: 401(k) and Tradovate are money you still own — invested, counted in net worth, not spent. Only Real spending leaves your wealth.
Recurring Subs · creep radar
⤢—
Anthropic, Genviral, TradingView, Tradovate CME, YouTube×2, X, StraightTalk, Netlify, Spotify…
Tap to review for creep.
Alerts · wants your eyes
⤢Retirement → target at 62
⤢——
The target is the goal you set for 62 — a goal line, not a forecast (no growth assumptions). Counts everything you own; zero debt is working for you.
Market Watch
Trading Calendar
Accounts · balances
Allocation
Holdings · ticker-priced
| Holding | Value | Gain | % of NW |
|---|
Shares seeded once; re-priced off tickers. 401(k) index rides Era until the BrokerageLink → ETF move.
Deductibles by category · YTD (first cut)
Cash flow
Top deductible vendors · YTD
| Vendor | YTD | Status |
|---|
Needs your call
Resolved
Categories → folders (editable)
Software_SubscriptionsAdvertising_MarketingHardware_EquipmentSupplies
Professional_ServicesLegal_FormationBank_Fees_ChargesEducation_Trading_Logs
Gas_FuelUtilities_PhonePersonal_ExcludedUnsorted_Review
Deductible grand total = deductible tags only. Trading Education now counts. Gas held for split; personal excluded.
Merchant rules
| Merchant | Routes to |
|---|---|
| Anthropic / Genviral / TradingView | Software |
| Apex / Lucid / TakeProfitTrader | Trading Ed |
| YouTube TV+Premium / X | Business |
| StraightTalk | Phone |
| Gas (Parker's, Sunoco…) | Gas_Fuel · split |
| Progressive / vending | Personal |