Contribution History
Last 6 months of activity

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May 25, 2024 $1,000 scheduled

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Q2 Dividend Income
Quarterly dividend payouts across your portfolio holdings.
Vanguard VIG

450 Shares

S&P 500 VOO

112 Shares

Apple AAPL

85 Shares

Realty Income

320 Shares

Dollar-Cost Averaging
A strategy for building wealth over time.
Over time , this smooths out the average cost of your investments. When prices drop, your fixed amount buys more shares. When prices rise, you buy fewer. The result is a lower average cost per share compared to lump-sum investing during volatile periods.
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Pending Setup
Net Royalties $0.00
Processing Fee -$0.00
Total Ready to Claim $0.00 USD
Once your bank is connected, balances over $10.00 are automatically eligible for monthly distribution on the 15th of each month.
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Projected Finish October 2024
Monthly Average$1,250
Top ContributorAuto-Transfer
Kitchen Island
Hue Color Ambient
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Savings Targets
Active milestones for 2024

Retirement

$420,000
65% achieved $273,000

Real Estate

$85,000
32% achieved $27,200
You have not met your targets for this year.
Buy Investment
$

Market orders execute at the current price.

Estimated Shares 1.95
Buying Power $12,450.00
Trades are typically executed within minutes during market hours.
Recent Transactions
Your latest account activity.
Blue Bottle CoffeeFood & Drink
Today, 10:24 AM-$6.50
Whole Foods MarketGroceries
Yesterday-$142.30
Stripe PayoutIncome
Oct 12+$4,200.00
Uber TechnologiesTransport
Oct 11-$24.10
Netflix SubscriptionEntertainment
Oct 10-$19.99
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Front Door
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VOO
Vanguard S&P 500 ETF

112 Shares · Jan 2021

ETF
Value $48,230.40
VIG
Vanguard Dividend Appreciation

450 Shares · Mar 2022

ETF
Value $26,033.79
AAPL
Apple Inc.

85 Shares · Nov 2020

Stock
Value $18,488.90
O
Realty Income Corp

320 Shares · Jun 2023

REIT
Value $15,136.59
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Card Balance
US$12.94
US$11,337.06 Available
Payment Due
1 Apr
Yearly Activity
+US$0.25 Daily Cash
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Estimated arrival Today, Apr 14
Transaction fee $0.00
Total amount $1,200.00
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Power Usage
Whole Home
Currently Using 3.4 kW
Solar Gen +1.2 kW
Battery Level
85%
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Upcoming Payments
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July 2026
Event Date, July 2026
Netflix Subscription

Apr 15, 2024

$19.99
Rent Payment

Apr 1, 2024

$2,400.00
Auto Insurance

Apr 22, 2024

$186.00
Living Room
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Stock Performance
6-month price history.
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