NetWorthOneSample data
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Sample portfolio · USD

What this household owns and owes

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Net worth482 740 USD
Mixed currencies, one picture

The company stock is entered in euros and converted to the portfolio’s US dollar base currency.

Assets644 900 USD
8 items
Everyday checkingCashMonthly expenses and bills
USD
Emergency fundCashSix months of expenses
USD
Global brokerageInvestmentsBroad-market index funds
USD
Company stockInvestmentsShown in its native currency
EUR49 000 USD
401(k)InvestmentsEmployer retirement account
USD
IRAInvestmentsIndividual retirement account
USD
Primary homeReal estateConservative estimated value
USD
BitcoinCryptoSmall alternative allocation
USD
Liabilities162 160 USD
3 items
Home mortgageMortgage · offsets Real estateOffsets the home in net allocation
USD
Car loanLoansFixed-rate loan
USD
Student loanLoansFinal repayment years
USD