Manage balances
Record what things are worth on a date, and keep your list of holdings and debts up to date.
1 balance has not been updated in over 90 days. Review
Current net worth$829,610as of September 11, 2026
Record balances
Records the balances you manage manually for the selected date. Type a new amount for anything that changed and leave the rest blank.
Your balances are already saved through September 11, 2026. Pick a later date to record new ones. To correct the current saved entry, use Actions below.
Your holdings
Amounts as of September 11, 2026. Buckets group holdings for your retirement projection.
Try changing a bucket here. The holdings table previews your choice, then resets when you leave or reload. Summary amounts stay unchanged in the demo.
| Holding | Bucket | Amount | Last updated | Actions |
|---|---|---|---|---|
| 401(k) | $250,943 | Sep 11, 2026 | ||
| Bitcoin | $6,583 | Sep 11, 2026 | ||
| Brokerage | $162,171 | Sep 11, 2026 | ||
| Chase checking | $32,000 | Sep 11, 2026 | ||
| Home | $589,179 | Nov 15, 202510 months ago | ||
| Roth IRA | $73,223 | Sep 11, 2026 |
Add holding
Add something new to the portfolio on a date. Existing balances for that date stay in place. Use Actions below to correct an amount already on file.
Your debts
Amounts as of September 11, 2026.
| Debt | Amount | Last updated | Actions |
|---|---|---|---|
| Mortgage | $281,540 | Sep 11, 2026 | |
| Car loan | $2,950 | Sep 11, 2026 |
Add a debt
Enter the balance you still owe as a positive number, for example a mortgage of 420000. It's subtracted from what you own to give your net worth.
Net worth history (168 dates)
Your net worth on each date you recorded, most recent first.
| Date | Net worth | Change vs prior |
|---|---|---|
| 09/11/26 | $829,610 | +$11,041 ▲1.3% |
| 09/05/26 | $818,569 | -$413 ▼0.1% |
| 08/29/26 | $818,982 | -$6,467 ▼0.8% |
| 08/22/26 | $825,449 | -$8,582 ▼1.0% |
| 08/15/26 | $834,031 | -$8,603 ▼1.0% |
| 08/08/26 | $842,633 | -$4,329 ▼0.5% |
| 08/01/26 | $846,962 | -$6,809 ▼0.8% |
| 07/25/26 | $853,771 | +$3,296 ▲0.4% |
| 07/18/26 | $850,474 | +$3,242 ▲0.4% |
| 07/11/26 | $847,232 | +$2,679 ▲0.3% |
| 07/04/26 | $844,553 | +$9,489 ▲1.1% |
| 06/27/26 | $835,064 | -$2,325 ▼0.3% |
| 06/20/26 | $837,388 | +$3,889 ▲0.5% |
| 06/13/26 | $833,499 | +$4,472 ▲0.5% |
| 06/06/26 | $829,027 | +$7,400 ▲0.9% |
| 05/30/26 | $821,627 | +$7,746 ▲1.0% |
| 05/23/26 | $813,880 | +$10,045 ▲1.2% |
| 05/16/26 | $803,836 | -$1,184 ▼0.1% |
| 05/09/26 | $805,020 | +$6,017 ▲0.8% |
| 05/02/26 | $799,003 | +$3,999 ▲0.5% |
| 04/25/26 | $795,004 | +$13,923 ▲1.8% |
| 04/18/26 | $781,081 | +$9,830 ▲1.3% |
| 04/11/26 | $771,250 | +$5,314 ▲0.7% |
| 04/04/26 | $765,936 | -$2,182 ▼0.3% |
| 03/28/26 | $768,118 | +$3,208 ▲0.4% |
| 03/21/26 | $764,911 | +$10,442 ▲1.4% |
| 03/14/26 | $754,469 | +$6,277 ▲0.8% |
| 03/07/26 | $748,192 | +$3,086 ▲0.4% |
| 02/28/26 | $745,106 | +$1,457 ▲0.2% |
| 02/21/26 | $743,649 | +$6,396 ▲0.9% |
| 02/14/26 | $737,253 | -$140 •0.0% |
| 02/07/26 | $737,393 | +$9,637 ▲1.3% |
| 01/31/26 | $727,757 | +$5,619 ▲0.8% |
| 01/24/26 | $722,138 | +$2,981 ▲0.4% |
| 01/17/26 | $719,157 | +$7,757 ▲1.1% |
| 01/10/26 | $711,400 | +$4,291 ▲0.6% |
| 01/03/26 | $707,109 | -$2,386 ▼0.3% |
| 12/27/25 | $709,495 | +$5,403 ▲0.8% |
| 12/20/25 | $704,092 | +$3,068 ▲0.4% |
| 12/13/25 | $701,024 | +$6,373 ▲0.9% |
| 12/06/25 | $694,651 | +$6,169 ▲0.9% |
| 11/29/25 | $688,482 | -$2,966 ▼0.4% |
| 11/22/25 | $691,448 | +$9,014 ▲1.3% |
| 11/15/25 | $682,434 | +$2,332 ▲0.3% |
| 11/08/25 | $680,102 | +$3,683 ▲0.5% |
| 11/01/25 | $676,420 | +$7,334 ▲1.1% |
| 10/25/25 | $669,086 | +$4,896 ▲0.7% |
| 10/18/25 | $664,190 | +$5,538 ▲0.8% |
| 10/11/25 | $658,653 | +$4,436 ▲0.7% |
| 10/04/25 | $654,216 | -$1,691 ▼0.3% |
| 09/27/25 | $655,908 | +$9,233 ▲1.4% |
| 09/20/25 | $646,675 | +$5,786 ▲0.9% |
| 09/13/25 | $640,889 | +$768 ▲0.1% |
| 09/06/25 | $640,121 | +$1,552 ▲0.2% |
| 08/30/25 | $638,569 | +$5,525 ▲0.9% |
| 08/23/25 | $633,044 | +$9,110 ▲1.5% |
| 08/16/25 | $623,934 | -$32 •0.0% |
| 08/09/25 | $623,967 | +$1,777 ▲0.3% |
| 08/02/25 | $622,190 | +$4,429 ▲0.7% |
| 07/26/25 | $617,761 | +$1,702 ▲0.3% |
| 07/19/25 | $616,059 | +$1,323 ▲0.2% |
| 07/12/25 | $614,736 | +$1,023 ▲0.2% |
| 07/05/25 | $613,713 | +$522 ▲0.1% |
| 06/28/25 | $613,191 | -$8,941 ▼1.4% |
| 06/21/25 | $622,132 | +$7,467 ▲1.2% |
| 06/14/25 | $614,665 | -$2,729 ▼0.4% |
| 06/07/25 | $617,394 | +$2,759 ▲0.4% |
| 05/31/25 | $614,635 | +$2,191 ▲0.4% |
| 05/24/25 | $612,443 | -$214 •0.0% |
| 05/17/25 | $612,657 | -$1,438 ▼0.2% |
| 05/10/25 | $614,095 | +$3,238 ▲0.5% |
| 05/03/25 | $610,857 | -$646 ▼0.1% |
| 04/26/25 | $611,503 | -$60 •0.0% |
| 04/19/25 | $611,562 | +$3,036 ▲0.5% |
| 04/12/25 | $608,526 | +$9,706 ▲1.6% |
| 04/05/25 | $598,820 | +$5,296 ▲0.9% |
| 03/29/25 | $593,525 | -$6,514 ▼1.1% |
| 03/22/25 | $600,039 | +$4,251 ▲0.7% |
| 03/15/25 | $595,788 | +$5,308 ▲0.9% |
| 03/08/25 | $590,480 | -$8,801 ▼1.5% |
| 03/01/25 | $599,281 | +$890 ▲0.1% |
| 02/22/25 | $598,390 | -$4,509 ▼0.7% |
| 02/15/25 | $602,900 | -$14,299 ▼2.3% |
| 02/08/25 | $617,198 | +$186 •0.0% |
| 02/01/25 | $617,012 | -$1,915 ▼0.3% |
| 01/25/25 | $618,927 | +$4,042 ▲0.7% |
| 01/18/25 | $614,885 | -$3,939 ▼0.6% |
| 01/11/25 | $618,824 | -$487 ▼0.1% |
| 01/04/25 | $619,311 | +$1,476 ▲0.2% |
| 12/28/24 | $617,835 | +$3,143 ▲0.5% |
| 12/21/24 | $614,692 | +$6,867 ▲1.1% |
| 12/14/24 | $607,824 | -$6,987 ▼1.1% |
| 12/07/24 | $614,811 | +$7,006 ▲1.2% |
| 11/30/24 | $607,804 | +$983 ▲0.2% |
| 11/23/24 | $606,822 | +$5,208 ▲0.9% |
| 11/16/24 | $601,613 | -$1,737 ▼0.3% |
| 11/09/24 | $603,351 | +$7,554 ▲1.3% |
| 11/02/24 | $595,796 | +$531 ▲0.1% |
| 10/26/24 | $595,265 | +$6,783 ▲1.2% |
| 10/19/24 | $588,483 | -$1,433 ▼0.2% |
| 10/12/24 | $589,916 | -$1,885 ▼0.3% |
| 10/05/24 | $591,800 | +$3,782 ▲0.6% |
| 09/28/24 | $588,018 | +$4,013 ▲0.7% |
| 09/21/24 | $584,005 | +$3,992 ▲0.7% |
| 09/14/24 | $580,013 | +$8,918 ▲1.6% |
| 09/07/24 | $571,095 | +$3,152 ▲0.6% |
| 08/31/24 | $567,943 | +$6,561 ▲1.2% |
| 08/24/24 | $561,382 | -$670 ▼0.1% |
| 08/17/24 | $562,052 | +$6,778 ▲1.2% |
| 08/10/24 | $555,274 | -$679 ▼0.1% |
| 08/03/24 | $555,953 | -$366 ▼0.1% |
| 07/27/24 | $556,319 | +$2,814 ▲0.5% |
| 07/20/24 | $553,505 | +$732 ▲0.1% |
| 07/13/24 | $552,773 | +$1,624 ▲0.3% |
| 07/06/24 | $551,148 | +$8,817 ▲1.6% |
| 06/29/24 | $542,331 | -$1,435 ▼0.3% |
| 06/22/24 | $543,766 | -$1,997 ▼0.4% |
| 06/15/24 | $545,763 | +$4,559 ▲0.8% |
| 06/08/24 | $541,204 | +$2,410 ▲0.4% |
| 06/01/24 | $538,795 | -$3,057 ▼0.6% |
| 05/25/24 | $541,852 | +$277 ▲0.1% |
| 05/18/24 | $541,575 | +$1,285 ▲0.2% |
| 05/11/24 | $540,290 | +$5,212 ▲1.0% |
| 05/04/24 | $535,078 | +$3,575 ▲0.7% |
| 04/27/24 | $531,503 | +$4,254 ▲0.8% |
| 04/20/24 | $527,248 | +$1,505 ▲0.3% |
| 04/13/24 | $525,744 | +$7,656 ▲1.5% |
| 04/06/24 | $518,087 | +$3,310 ▲0.6% |
| 03/30/24 | $514,778 | -$2,274 ▼0.4% |
| 03/23/24 | $517,052 | +$4,577 ▲0.9% |
| 03/16/24 | $512,475 | +$1,264 ▲0.2% |
| 03/09/24 | $511,211 | +$1,123 ▲0.2% |
| 03/02/24 | $510,088 | +$1,038 ▲0.2% |
| 02/24/24 | $509,050 | +$4,582 ▲0.9% |
| 02/17/24 | $504,468 | +$4,348 ▲0.9% |
| 02/10/24 | $500,120 | +$5,417 ▲1.1% |
| 02/03/24 | $494,703 | +$6,569 ▲1.3% |
| 01/27/24 | $488,134 | +$3,966 ▲0.8% |
| 01/20/24 | $484,168 | +$5,270 ▲1.1% |
| 01/13/24 | $478,898 | +$4,052 ▲0.9% |
| 01/06/24 | $474,846 | +$10,580 ▲2.3% |
| 12/30/23 | $464,266 | +$2,937 ▲0.6% |
| 12/23/23 | $461,329 | +$2,927 ▲0.6% |
| 12/16/23 | $458,402 | +$2,879 ▲0.6% |
| 12/09/23 | $455,523 | +$3,300 ▲0.7% |
| 12/02/23 | $452,223 | -$1,926 ▼0.4% |
| 11/25/23 | $454,148 | +$5,374 ▲1.2% |
| 11/18/23 | $448,775 | +$3,984 ▲0.9% |
| 11/11/23 | $444,790 | +$5,818 ▲1.3% |
| 11/04/23 | $438,972 | +$1,060 ▲0.2% |
| 10/28/23 | $437,912 | -$3,987 ▼0.9% |
| 10/21/23 | $441,899 | -$235 ▼0.1% |
| 10/14/23 | $442,133 | +$2,886 ▲0.7% |
| 10/07/23 | $439,248 | -$678 ▼0.2% |
| 09/30/23 | $439,926 | +$267 ▲0.1% |
| 09/23/23 | $439,659 | -$639 ▼0.1% |
| 09/16/23 | $440,299 | +$3,112 ▲0.7% |
| 09/09/23 | $437,187 | +$2,591 ▲0.6% |
| 09/02/23 | $434,595 | +$5,140 ▲1.2% |
| 08/26/23 | $429,455 | +$2,839 ▲0.7% |
| 08/19/23 | $426,616 | +$7,455 ▲1.8% |
| 08/12/23 | $419,161 | -$3,343 ▼0.8% |
| 08/05/23 | $422,504 | +$2,260 ▲0.5% |
| 07/29/23 | $420,244 | +$840 ▲0.2% |
| 07/22/23 | $419,404 | +$698 ▲0.2% |
| 07/15/23 | $418,706 | +$1,619 ▲0.4% |
| 07/08/23 | $417,087 | +$3,087 ▲0.7% |
| 07/01/23 | $414,000 | N/A |