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Sarah
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Your dashboards
π°
Overview
$37,511
Total balance
π
Spending
$2,061
This month
π
Investments
$12,680
+3.2% this month
β¨
Card
Β·Β·Β·Β·4821
Active
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Lorikeet
Overview
Total balance
$37,511.50
+$882.40 (+2.4%) this month
Accounts
π¦
Nova Checking
Β·Β·Β·Β·4821
$16,411.50
π·
Nova Savings
4.50% APY
$8,420.00
π
Nova Invest
Balanced portfolio
$12,680.00
Spending
Spent this month
$2,061.32
8.2% less than last month
By category
Housing
$1,800
Groceries
$87
Shopping
$67
Transport
$52
Entertain.
$31
Breakdown
$2,061
Total
Investments
Portfolio value
$12,680.00
+$1,840 (+17.0%) all time Β· +3.2% this month
Holdings
πΊπΈ
S&P 500 (VOO)
41% allocation
+22.1%
π»
Tech Growth (QQQ)
24% allocation
+18.5%
ποΈ
Bond Fund (BND)
16% allocation
+4.2%
βΏ
Bitcoin (BTC)
12% allocation
+35.8%
β
Ethereum (ETH)
7% allocation
-2.1%
Card
Nova Platinum
β’β’β’β’ β’β’β’β’ β’β’β’β’ 4821
Sarah Chen
Active
Card details
π·οΈ
Type
Nova Platinum
π°
Cashback
1.5%
π
Foreign fees
None
π§
ATM limit
$500/day