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Simplified My Wealth
Updated today
Net worth
+$24,810 this month
Retirement progress
74%
On track for 2048
Dividend income
$3,420
Projected quarterly
Portfolio performance
12-month return · +14.8%
1Y
Allocation
Stocks
48%
Bonds
24%
Account summary
$1.28M total
Brokerage
$642,880
401(k)
$392,120
Roth IRA
$249,920
Portfolio Tracking
See balances, holdings, and allocation across accounts without hopping between portals.
Net Worth Monitoring
Track your complete financial picture with clean monthly movement and progress context.
Retirement Planning
Understand how today’s contributions and account mix support tomorrow’s independence.
Investment Performance
Review returns with a calmer lens, built around long-term direction instead of daily noise.
ETF Investors
Track broad-market holdings, dividends, and allocation drift without spreadsheet maintenance.
Retirement Savers
See how workplace plans, IRAs, and brokerage accounts fit into one long-term path.
Long-Term Investors
Focus on signal, not noise, with clean performance views built around patient growth.
Families Building Wealth
Bring household assets into one shared picture for better planning conversations.