Welcome back, Emma!
Here's how your investments are growing
Total Portfolio Value
$2,847.63+12.30% all time
Earnings: $312.48
+2.40%
This Week
+8.70%
This Month
Round-Ups (Jan)
$47.82
Recurring (Jan)
$125.00
Total Round-Ups
$892.15
Linked Accounts
2
Portfolio Holdings
Your diversified investments
VTI
Vanguard Total Stock Market ETF
40% of portfolio
$1,139.05
+2.18%
AGG
iShares Core U.S. Aggregate Bond ETF
25% of portfolio
$711.91
-0.45%
VEA
Vanguard FTSE Developed Markets ETF
20% of portfolio
$569.53
+2.13%
IBIT
iShares Bitcoin Trust
10% of portfolio
$284.76
+17.38%
GLD
SPDR Gold Shares
5% of portfolio
$142.38
+4.11%
Recent Round-Ups
Your latest spare change investments
☕
Starbucks
Food & Drink
$5.75
+$0.25
🚗
Uber
Transportation
$18.43
+$0.57
📦
Amazon
Shopping
$34.67
+$0.33
🎬
Netflix
Entertainment
$15.99
+$0.01
🥑
Whole Foods
Groceries
$67.23
+$0.77
Savings Goals
Track your progress toward financial goals
🛡️Emergency Fund
$3,250.00$5,000.00
✈️Vacation to Japan
$1,820.00$4,000.00
💻New MacBook Pro
$875.00$2,500.00
🏠House Down Payment
$12,500.00$50,000.00
Investment History
Your contributions over the past 6 months
$1,850.00
Aug$2,050.00
Sep$2,280.00
Oct$2,520.00
Nov$2,690.00
Dec$2,847.63
Jan