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Net Worth Dashboard
Daniel Reyes
Total Net Worth
$847,320
↑ $23,840 this month · +2.9%
Assets
$912K
Liabilities
$65K
12-Month Trend
Allocation
Investments 44%
Real Estate 32%
Cash 14%
Other 10%
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Assets
$912,000 total
📈
Investment Portfolio
Brokerage + 401k + IRA
$401,200
↑ 14.2% YTD
🏠
Primary Residence
Austin, TX · Est. Market Value
$292,000
↑ 6.1% YoY
💵
Cash & Savings
Checking + HYSA + Emergency
$127,600
4.8% APY
₿
Crypto
BTC + ETH
$91,200
↓ 3.2% today
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Monthly Budget
April 2026
Income
$12,400
Spent
$6,820
Housing
$2,400
Food & Dining
$1,180
Transportation
$620
Subscriptions
$340
Entertainment
$480
Healthcare
$210
Savings this month
+$3,280
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Portfolio
↑ 14.2% YTD
Investment Portfolio
$401,200
↑ $49,800 gain · All-time high
AAPL
Apple Inc.
42 shares
$8,820
↑ 2.4%
MSFT
Microsoft Corp.
28 shares
$12,460
↑ 1.8%
VOO
Vanguard S&P 500
95 shares
$47,500
↑ 0.9%
NVDA
NVIDIA Corp.
15 shares
$16,800
↓ 0.6%
401K
401(k) — Target 2050
Auto-invested
$188,200
↑ 11.2%
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Financial Goals
3 active
🏠
Investment Property
72%
$180,000 saved
Goal: $250,000
🎓
Kids' College Fund
45%
$45,000 saved
Goal: $100,000 by 2032
🏖️
Early Retirement
38%
$380,000 saved
Goal: $1,000,000 by 2042