yBlocks

Wealth dashboard

9 of 9 widgets shown

NET WORTH

$485,970

↑ +$6,460 TODAY

SPEND · FEB

$6,240

↑ +3.0% VS JAN

SAVINGS RATE

8.2%

TARGET 20% — BELOW

EUR / USD

1.0852

MID · LIVE IN THE SWAP CARD

Wealth Overview

YOUR TOTAL NET WORTH TODAY

+$0+0.00%

6 assets/ UPDATED 3 MIN AGO

NameTypeShareAmount

Harborview Loft

Real Estate61.7%

$300,000+0.8%

Vantage Invest

Brokerage14.8%

$72,000+3.1%

Northwind Savings

Savings7.0%

$34,120+0.1%

Atlas Wallet

Crypto5.8%

$28,250+4.2%

MONTHLY EXPENSES

$0USD

$6,240 / $7,800 INCOME

POTENTIAL SAVINGS $720/MOSAVINGS RATE 8.2% · TARGET 20%

CategoryShare%TrendAmount

Housing38.5%0%$2,400

Food & Dining14.7%+10%$920

Transportation9.3%+4%$580

Subscriptions5.4%0%$340

Utilities6.7%+2%$420

Shopping10.9%+12%$680

Health4.5%0%$280

Savings8.2%+2%$510

Other1.8%-8%$110

DAILY VARIABLE SPEND · LAST 4 WEEKS$2,720 TOTAL

MONTUEWEDTHUFRISATSUN

TWO OVERLAPPING STREAMING PLANS — MERGING SAVES $18/MO

SYNCED FROM 2 ACCOUNTS

Send

~$10,000.0012,450.00 USD AVAILABLE

Receive

9,182.75

~$9,965.00−0.35% FEE21,050.00 EUR

1 USD = 0.9215 EUR· 8s

FX WATCHLIST · MID RATES

Major pairs

EUR/USD-0.85%1.0852

GBP/USD+0.69%1.2674

USD/CHF-0.55%0.8712

USD/JPY+0.32%157.35

AUD/USD+0.26%0.6566

USD/CNY+0.15%7.2480

6 PAIRS · SHARED PERUSD TABLE24H · DETERMINISTIC MOCK

TRANSACTIONS · FEBRUARY

Recent activity

FEB 25Meridian LabsPayroll · FebruaryINCOME+$6,850.00

FEB 24Harborview LoftsRent · Unit 9CHOUSING−$2,400.00

FEB 24Auto-saveTo Savings ··7730SAVINGS−$510.00

FEB 22FX ConversionUSD → EUR · mid −0.35%TRANSFER−$230.00

FEB 21Harbor GrocerWeekly groceriesFOOD & DINING−$142.50

FEB 20Ember & OakDinner for twoFOOD & DINING−$64.20

FEB 19Metro TransitMonthly passTRANSPORTATION−$38.00

FEB 18WavelengthFamily planSUBSCRIPTIONS−$18.00

8 OF 8 TRANSACTIONS

NET+$0.00

COMPOSED OF · 5 GALLERY CARDS

WEALTH OVERVIEW · FINANCE MONTHLY EXPENSES · FINANCE CURRENCY SWAP · FINANCE FX WATCHLIST · FINANCE TRANSACTIONS · FINANCE+ KPI TILES DERIVED FROM THE SAME DATA MODULES

Finance

Wealth Overview

Major pairs

Recent activity

Finance

Wealth Overview

Major pairs

Recent activity