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Overview
Planning
Support
Account
Savings Targets
Active milestones for 2024 across your portfolio. Monitor how close you are to each savings 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.
Contribution History
Last 6 months of activity
Dec
Jan
Feb
Mar
Apr
Upcoming
May 2024 ScheduledSavings Plan
Accelerated RecurringClaimable Balance
$1,211.29
Pending Setup
Net Royalties $1,248.75
Processing Fee -$37.46
Total Ready to Claim $1,211.29 USD
Once your bank is connected, balances over $10.00 are automatically eligible for monthly distribution on the 15th of each month.
Q2 Dividend Income
Quarterly dividend payouts across your portfolio holdings.
Vanguard
450 Shares
S&P 500 VOO
112 Shares
Apple AAPL
85 Shares
Realty Income
320 Shares
Set a new milestone
Define your financial target and we'll help you pace your savings.
Payout Threshold
Set the minimum balance required before a payout is triggered.
$2500.00
$50 (MIN)
$10,000 (MAX)
Account Access
Update your credentials or re-authenticate.
Scan to connect your mobile device
Open the Ledger mobile app and scan this code to link your device.
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Analytics
418.2K Visitors
+10%
Notifications
Choose which email and push alerts you want to receive.
Deposits, withdrawals, and transfers.
Login attempts and account changes.
Updates at 25%, 50%, 75%, and 100%.
Daily portfolio summary and price alerts.
Power Usage
Whole Home
6a
8a
10a
12p
2p
4p
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8p
Currently Using 3.4 kW
Solar Gen+1.2 kW