Total portfolio
$744,000
+$2,184 today
Financial confidence
88
/100
You are on track. No urgent action is needed today.
88
Annual dividends
$8,420
About $702 monthly
Today’s mission
Stay the course
Your long-term plan is working. Today is a patience day, not an action day.
Retirement contributions
Your contribution rate and employer match are supporting the plan.
Taxable account goal
Continue regular deposits toward your $100,000 target.
Portfolio changes
No allocation change is required based on the information entered.
Primary goal
Taxable account
$54,000 invested
$100,000 goal
$46,000 remaining
Accounts
Your financial base
401(k)
$660,000
Roth IRA
$30,000
Taxable
$54,000
Cash reserve
$0
Your Sprint 1 data is stored only on this device.