Checking saved account data…
Net Worth
⤢—
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Liquid Cash
⤢—
banks
Unrealized Gain
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Estimate · cost basis unverified
Historical costs · tax review
⤢—
DRAFT · unverified
Net Flow MTD
⤢—
income vs spend
Net Worth Trend
Recorded account value
WM6M
Allocation
⤢Top Holdings · share · gain
⤢Historical category mix
⤢Historical categorized costs
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Accounts
⤢Prop Game · fees vs payouts
⤢Before tax · partial fee coverage · click for details
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
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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 · broker evidence
| Holding | Value | Gain | % of NW |
|---|
Broker holdings evidence; capture dates and security price dates may differ. Historical gain percentages are not current returns.
Historical expense categories · tax review
Cash flow
Historical categorized vendors · tax review
| 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
Categories describe purpose, not final tax deductibility. User-confirmed personal purchases and fuel are excluded; no blanket fuel percentage applies.
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…) | Personal · confirmed |
| Progressive / vending | Personal |