Net Worth
Composition (assets vs debt)
Active accounts by group
Account detail
| Group | Account | Total |
|---|
Top holdings (% of investments)
Investment accounts
Holdings table
| Security | Sym | Type | Shares | Price | Value | % Inv |
|---|
| Date | Account | Payee / action | Category | Amount |
|---|
Live vs Quicken
Recent activity (live)
| Payee | Amount |
|---|
| Category | Tx count |
|---|
Gene checking PDFs mailed monthly (Andy → genesdugout). Prefer Jul/Aug 2026. No September PDF yet.
| Item | Path / note |
|---|