Overview
Accounts
New ⋯All accounts$268,412.90
▾Everyday$8,145.20
▾Reserve$3,910.00
Notice reserve$3,910.00
▾Investments$61,238.44
▾Brokerage$61,238.44
Growth basket$61,238.44
▾Property$438,500.00
▾Real estate$438,500.00
Kelbrook Yard, unit 4$438,500.00
▾Liabilities−$281,271.74
Property loan−$276,880.00
Equipment loan−$4,391.74
Hello, Rowan 👋
Bills & inflows
Nothing due in the next two weeks.
Net position
$268,412.90
▲ +$4,187.20 · 1.6% this month
$300k$225k$150k$75k$0
NovDecJan 2027
Portfolio mix
Weighting by holding