Portfolio

Private ledger

Consolidated portfolio

$121,327

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Portfolio history

Balance trend

Day 1
HISTORY STARTS HERE2026-10-22: $121,326.69

Current portfolio

$121,327

Run Reload all on another day to build this trend.

Portfolio mix

Allocation

2 institutions

Total

$121,327

Schwab59.3%
Fidelity40.7%

Portfolio detail

Accounts & holdings

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InvestmentBank & cash
Portfolio view
Schwab accounts
Fidelity accounts

Personal context

Account notes

Names and private notes that make the ledger easier to scan.

0 labeled accounts

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