Net worth
as of 2026-05-28
$607,605
▲0.7%Runway
24.2 months
$190,162 liquid ÷ $7,864/mo trailing-12 burn
26% to FI · $1,751,637 to go · target $2,359,242 (25× annual burn, 4% SWR)
Add holding
One row per holding per date. Re-entering the same (date, asset) overwrites the existing row — fix typos by re-submitting. Quantity / Unit value are optional descriptors; Value (USD) is the only thing that matters for totals.
Holdings detail as of 2026-05-28
| Asset | Bucket | Value | |
|---|---|---|---|
| bitcoin | Taxable | $36,676 | |
| chase_checking_cash | Cash | $26,510 | |
| fidelity_401k | Retirement | $189,104 | |
| home_equity | Real Estate | $169,914 | |
| roth_ira | Retirement | $58,425 | |
| vanguard_brokerage | Taxable | $126,976 |
Roll forward to a new snapshot
Carry every current holding into a new snapshot date. Leave a row blank to keep last value (and its Last updated marker, so staleness keeps tracking). Filling in a new value refreshes that holding's Last updated to the target date.
History
Sum of value_usd across all rows per snapshot date. For per-asset history, the CLI finances networth history --asset NAME filters the same data.
| Date | Net worth | Δ vs prior |
|---|---|---|
| 2023-07-28 | $417,000 | — |
| 2023-08-28 | $420,233 | +$3,233 ▲0.8% |
| 2023-09-28 | $430,217 | +$9,984 ▲2.4% |
| 2023-10-28 | $423,553 | -$6,665 ▼1.5% |
| 2023-11-28 | $430,384 | +$6,831 ▲1.6% |
| 2023-12-28 | $446,768 | +$16,384 ▲3.8% |
| 2024-01-28 | $449,688 | +$2,920 ▲0.7% |
| 2024-02-28 | $446,841 | -$2,847 ▼0.6% |
| 2024-03-28 | $446,269 | -$572 ▼0.1% |
| 2024-04-28 | $452,343 | +$6,075 ▲1.4% |
| 2024-05-28 | $451,143 | -$1,200 ▼0.3% |
| 2024-06-28 | $460,852 | +$9,709 ▲2.2% |
| 2024-07-28 | $465,434 | +$4,582 ▲1.0% |
| 2024-08-28 | $469,328 | +$3,894 ▲0.8% |
| 2024-09-28 | $475,972 | +$6,644 ▲1.4% |
| 2024-10-28 | $480,198 | +$4,226 ▲0.9% |
| 2024-11-28 | $484,340 | +$4,143 ▲0.9% |
| 2024-12-28 | $486,121 | +$1,780 ▲0.4% |
| 2025-01-28 | $496,449 | +$10,328 ▲2.1% |
| 2025-02-28 | $491,843 | -$4,606 ▼0.9% |
| 2025-03-28 | $509,286 | +$17,443 ▲3.5% |
| 2025-04-28 | $512,563 | +$3,277 ▲0.6% |
| 2025-05-28 | $501,301 | -$11,263 ▼2.2% |
| 2025-06-28 | $501,443 | +$142 •0.0% |
| 2025-07-28 | $503,049 | +$1,606 ▲0.3% |
| 2025-08-28 | $505,867 | +$2,819 ▲0.6% |
| 2025-09-28 | $513,238 | +$7,371 ▲1.5% |
| 2025-10-28 | $520,641 | +$7,403 ▲1.4% |
| 2025-11-28 | $522,139 | +$1,498 ▲0.3% |
| 2025-12-28 | $542,180 | +$20,041 ▲3.8% |
| 2026-01-28 | $560,448 | +$18,268 ▲3.4% |
| 2026-02-28 | $577,802 | +$17,354 ▲3.1% |
| 2026-03-28 | $598,765 | +$20,963 ▲3.6% |
| 2026-04-28 | $603,258 | +$4,492 ▲0.8% |
| 2026-05-28 | $607,605 | +$4,348 ▲0.7% |