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Ledger / Good afternoon, Mara
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Good afternoon, Mara

Sunday, 15 June — markets close in 4h 12m.
Contribution History
Last 6 months of activity
Dec
Jan
Feb
Mar
Apr
May
Upcoming
May 25, 2024
$1,000 scheduled
Auto-save plan
Accelerated
Recurring weekly
Payout Threshold
Set the minimum balance required before a payout is triggered.
$2500.00
$50 (MIN)$10,000 (MAX)
Savings Targets
Active milestones for 2024
New Goal
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 Shares1.95
Buying Power$12,450.00
Account Access
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Card Balance
US$12.94
US$11,337.06 Available
Payment Due
1 Apr
Recent Transactions
Your latest account activity.
  • Blue Bottle Coffee
    Food & Drink
    -$6.50
  • Whole Foods Market
    Groceries
    -$142.30
  • Stripe Payout
    Income
    +$4,200.00
  • Uber Technologies
    Transport
    -$24.10
  • Netflix Subscription
    Entertainment
    -$19.99
Yearly Activity
+US$0.25 Daily Cash
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Claimable Balance
$0.00
Pending Setup
Net Royalties$0.00
Processing Fee-$0.00
Total Ready to Claim$0.00 USD
Distribute Track
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Home ··· Payments
  • Change transfer limit
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  • Scheduled transfers
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  • Direct Debits
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  • Recurring card payments
    Manage your repeated card transactions.
Transfer Funds
Move money between your connected accounts.
$
Q2 Dividend Income
Quarterly dividend payouts across your portfolio holdings.
  • VIG
    Vanguard VIG
    450 Shares
    $1,842.10
  • VOO
    S&P 500 VOO
    112 Shares
    $928.40
  • AAPL
    Apple AAPL
    85 Shares
    $340.00
  • O
    Realty Income
    320 Shares
    $1,139.50
  • 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
Cover Art
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Kitchen Island
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Dollar-Cost Averaging
A strategy for building wealth over time.

Over time, this smooths the average cost of your investments. When prices drop, your fixed amount buys more shares. When prices rise, you buy fewer.