Portfolio

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Investable now
Invested
Cash on hand

Allocation

US · VTIInternational · VXUSBondsCash

Cash rules

What to do

IRA

Targets & scenarios

Everything here recalculates as you type and only persists when you press Save.

Floors

Savings never drops below its floor. Checking is kept between the floor and the ceiling; only what sits above the ceiling is treated as investable.

Positions

Update from a Fidelity CSV

Fidelity → Positions → Download. Choose the file or paste its text. Account numbers and names are dropped before anything is stored.

History
No unsaved changes