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Savings Targets
Active milestones for 2024 across your portfolio. Monitor how close you are to each savings goal.
Retirement
$420,00065% achieved$273,000
Real Estate
$85,00032% achieved$27,200
You have not met your targets for this year.
Contribution History
Last 6 months of activity
Dec
Jan
Feb
Mar
Apr
Upcoming
May 2024ScheduledClaimable Balance
$1,211.29
Pending SetupNet Royalties$1,248.75
Processing Fee-$37.46
Total Ready to Claim$1,211.29 USD
Once your bank is connected, balances over $10.00 are automatically eligible for monthly distribution on the 15th of each month.
Q2 Dividend Income
Quarterly dividend payouts across your portfolio holdings.
Vanguard
450 Shares
S&P 500 VOO
112 Shares
Apple AAPL
85 Shares
Realty Income
320 Shares
Set a new milestone
Define your financial target and we'll help you pace your savings.
Payout Threshold
Set the minimum balance required before a payout is triggered.
$2500.00
$50 (MIN)
$10,000 (MAX)
Account Access
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Analytics
418.2K Visitors +10%
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Deposits, withdrawals, and transfers.
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Power Usage
Whole Home
6a
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12p
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Currently Using3.4 kW
Solar Gen+1.2 kW