Your account
Financial Dashboard
Financial Dashboard
Track net worth, assets, and recent activity
Showing sample data. Connect Alphiniti Meridian to see your live financials.
Net Worth
$225,667
+2.2% this month
Total Assets
$304,651
Total Liabilities
$78,984
Savings Rate
74%
Net Worth Trend — Last 12 Months
- Assets
- Net Worth
Asset Allocation
Stocks & ETFs
42%$118,000
Real Estate
28%$78,400
Cash & Savings
14%$39,200
Retirement
10%$28,000
Crypto
4%$11,200
Other
2%$5,600
Recent Transactions
Payroll Deposit
Income · Sep 2
Rent / Mortgage
Housing · Sep 2
Grocery Store
Food · Sep 2
S&P 500 ETF Dividend
Investment · Sep 2
Utility Bill
Utilities · Sep 2
Gym Membership
Health · Sep 2
Freelance Income
Income · Sep 2
Restaurant
Food · Sep 2
Active Alerts
Live
No active budget alerts
My Budgets
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Assets vs Liabilities — Monthly View
- Assets
- Liabilities