Sample monthly record · USD
Seven years of progress
Filter the record and expand any month to understand what moved this portfolio.
Filters85 snapshots
| Date and context | Assets | Liabilities | Net worth | Monthly change |
|---|---|---|---|---|
| 641 680 USD+2263 USD | 163 800 USD−992 USD | 477 880 USD | +3255 USD+0.7% | |
| 639 417 USD+2090 USD | 164 792 USD−971 USD | 474 625 USD | +3061 USD+0.6% | |
| 637 327 USD+1938 USD | 165 762 USD−950 USD | 471 564 USD | +2888 USD+0.6% | |
| 635 389 USD+1819 USD | 166 712 USD−930 USD | 468 677 USD | +2750 USD+0.6% | |
| 633 570 USD+1745 USD | 167 643 USD−911 USD | 465 927 USD | +2657 USD+0.6% | |
| 631 824 USD+1724 USD | 168 554 USD−894 USD | 463 270 USD | +2618 USD+0.6% | |
| 630 100 USD+1760 USD | 169 447 USD−878 USD | 460 653 USD | +2638 USD+0.6% | |
| 628 340 USD+1856 USD | 170 325 USD−863 USD | 458 015 USD | +2719 USD+0.6% | |
| 626 484 USD+2008 USD | 171 188 USD−851 USD | 455 296 USD | +2859 USD+0.6% | |
| 624 476 USD+2212 USD | 172 039 USD−841 USD | 452 438 USD | +3053 USD+0.7% | |
| 622 264 USD+2459 USD | 172 880 USD−833 USD | 449 385 USD | +3291 USD+0.7% | |
| 619 806 USD+2736 USD | 173 712 USD−827 USD | 446 094 USD | +3563 USD+0.8% | |
| 617 070 USD+3031 USD | 174 540 USD−824 USD | 442 530 USD | +3855 USD+0.9% | |
| 614 039 USD+3326 USD | 175 364 USD−824 USD | 438 675 USD | +4150 USD+1% | |
| 610 713 USD+3606 USD | 176 188 USD−826 USD | 434 525 USD | +4433 USD+1% | |
| 607 106 USD+3855 USD | 177 014 USD−831 USD | 430 092 USD | +4686 USD+1.1% | |
| 603 251 USD+4056 USD | 177 845 USD−839 USD | 425 406 USD | +4895 USD+1.2% | |
| 599 195 USD+4197 USD | 178 684 USD−849 USD | 420 511 USD | +5045 USD+1.2% | |
| 594 998 USD+4265 USD | 179 533 USD−861 USD | 415 465 USD | +5126 USD+1.2% | |
| 590 733 USD+4253 USD | 180 394 USD−876 USD | 410 339 USD | +5129 USD+1.3% | |
| 586 480 USD+4157 USD | 181 270 USD−893 USD | 405 210 USD | +5050 USD+1.3% | |
| 582 323 USD+3977 USD | 182 163 USD−912 USD | 400 160 USD | +4888 USD+1.2% | |
| 578 346 USD+3717 USD | 183 075 USD−932 USD | 395 271 USD | +4649 USD+1.2% | |
| 574 629 USD+3387 USD | 184 007 USD−954 USD | 390 623 USD | +4341 USD+1.1% | |
| 571 243 USD+3005 USD | 184 961 USD−977 USD | 386 282 USD | +3982 USD+1% | |
| 568 238 USD+2600 USD | 185 938 USD−1001 USD | 382 300 USD | +3601 USD+1% | |
| 565 638 USD+2221 USD | 186 939 USD−1026 USD | 378 699 USD | +3247 USD+0.9% | |
| 563 417 USD+1940 USD | 187 965 USD−1051 USD | 375 452 USD | +2991 USD+0.8% | |
| 561 478 USD+1854 USD | 189 017 USD−1077 USD | 372 461 USD | +2931 USD+0.8% | |
| 559 623 USD+2066 USD | 190 093 USD−1102 USD | 369 530 USD | +3167 USD+0.9% | |
| 557 557 USD+2627 USD | 191 195 USD−1126 USD | 366 363 USD | +3753 USD+1% | |
| 554 931 USD+3467 USD | 192 321 USD−1150 USD | 362 610 USD | +4617 USD+1.3% | |
| 551 463 USD+4341 USD | 193 470 USD−1172 USD | 357 993 USD | +5513 USD+1.6% | |
| 547 122 USD+4847 USD | 194 642 USD−1193 USD | 352 480 USD | +6040 USD+1.7% | |
| 542 275 USD+4570 USD | 195 835 USD−1213 USD | 346 439 USD | +5782 USD+1.7% | |
| 537 705 USD+3297 USD | 197 048 USD−1230 USD | 340 657 USD | +4527 USD+1.3% | |
| 534 408 USD+1197 USD | 198 278 USD−1246 USD | 336 130 USD | +2443 USD+0.7% | |
| 533 211 USD−1187 USD | 199 524 USD−1259 USD | 333 687 USD | +72 USD+0% | |
| 534 397 USD−3150 USD | 200 783 USD−1270 USD | 333 614 USD | −1880 USD−0.6% | |
| 537 547 USD−4138 USD | 202 053 USD−1278 USD | 335 495 USD | −2861 USD−0.8% | |
| 541 686 USD−3972 USD | 203 330 USD−1283 USD | 338 355 USD | −2688 USD−0.8% | |
| 545 657 USD−2861 USD | 204 614 USD−1286 USD | 341 043 USD | −1575 USD−0.5% | |
| 548 518 USD−1244 USD | 205 900 USD−1286 USD | 342 618 USD | +42 USD+0% | |
| 549 762 USD+440 USD | 207 186 USD−1283 USD | 342 576 USD | +1724 USD+0.5% | |
| 549 322 USD+1896 USD | 208 470 USD−1278 USD | 340 852 USD | +3173 USD+0.9% | |
| 547 426 USD+3005 USD | 209 747 USD−1270 USD | 337 679 USD | +4274 USD+1.3% | |
| 544 421 USD+3777 USD | 211 017 USD−1259 USD | 333 404 USD | +5036 USD+1.5% | |
| 540 644 USD+4277 USD | 212 276 USD−1246 USD | 328 368 USD | +5523 USD+1.7% | |
| 536 367 USD+4572 USD | 213 522 USD−1230 USD | 322 846 USD | +5802 USD+1.8% | |
| 531 795 USD+4711 USD | 214 752 USD−1213 USD | 317 044 USD | +5923 USD+1.9% | |
| 527 085 USD+4723 USD | 215 965 USD−1193 USD | 311 120 USD | +5917 USD+1.9% | |
| 522 361 USD+4628 USD | 217 158 USD−1172 USD | 305 204 USD | +5800 USD+1.9% | |
| 517 733 USD+4437 USD | 218 330 USD−1150 USD | 299 404 USD | +5587 USD+1.9% | |
| 513 296 USD+4165 USD | 219 479 USD−1126 USD | 293 817 USD | +5291 USD+1.8% | |
| 509 131 USD+3826 USD | 220 605 USD−1102 USD | 288 526 USD | +4927 USD+1.7% | |
| 505 306 USD+3437 USD | 221 707 USD−1077 USD | 283 599 USD | +4514 USD+1.6% | |
| 501 868 USD+3018 USD | 222 783 USD−1051 USD | 279 085 USD | +4069 USD+1.5% | |
| 498 850 USD+2588 USD | 223 835 USD−1026 USD | 275 016 USD | +3614 USD+1.3% | |
| 496 263 USD+2166 USD | 224 861 USD−1001 USD | 271 402 USD | +3168 USD+1.2% | |
| 494 096 USD+1772 USD | 225 862 USD−977 USD | 268 234 USD | +2750 USD+1% | |
| 492 324 USD+1423 USD | 226 839 USD−954 USD | 265 485 USD | +2377 USD+0.9% | |
| 490 901 USD+1132 USD | 227 793 USD−932 USD | 263 108 USD | +2064 USD+0.8% | |
| 489 769 USD+912 USD | 228 725 USD−912 USD | 261 043 USD | +1823 USD+0.7% | |
| 488 857 USD+769 USD | 229 637 USD−893 USD | 259 220 USD | +1661 USD+0.6% | |
| 488 088 USD+706 USD | 230 530 USD−876 USD | 257 559 USD | +1582 USD+0.6% | |
| 487 382 USD+724 USD | 231 406 USD−861 USD | 255 976 USD | +1585 USD+0.6% | |
| 486 658 USD+817 USD | 232 267 USD−849 USD | 254 391 USD | +1666 USD+0.7% | |
| 485 841 USD+978 USD | 233 116 USD−839 USD | 252 725 USD | +1816 USD+0.7% | |
| 484 863 USD+1194 USD | 233 955 USD−831 USD | 250 909 USD | +2025 USD+0.8% | |
| 483 669 USD+1452 USD | 234 786 USD−826 USD | 248 884 USD | +2279 USD+0.9% | |
| 482 217 USD+1737 USD | 235 612 USD−824 USD | 246 605 USD | +2561 USD+1% | |
| 480 480 USD+2032 USD | 236 436 USD−824 USD | 244 044 USD | +2856 USD+1.2% | |
| 478 448 USD+2321 USD | 237 260 USD−827 USD | 241 187 USD | +3148 USD+1.3% | |
| 476 127 USD+2587 USD | 238 088 USD−833 USD | 238 039 USD | +3420 USD+1.5% | |
| 473 540 USD+2818 USD | 238 920 USD−841 USD | 234 619 USD | +3659 USD+1.6% | |
| 470 721 USD+3002 USD | 239 761 USD−851 USD | 230 960 USD | +3853 USD+1.7% | |
| 467 720 USD+3130 USD | 240 612 USD−863 USD | 227 108 USD | +3993 USD+1.8% | |
| 464 590 USD+3196 USD | 241 475 USD−878 USD | 223 115 USD | +4074 USD+1.9% | |
| 461 394 USD+3200 USD | 242 353 USD−894 USD | 219 041 USD | +4094 USD+1.9% | |
| 458 194 USD+3144 USD | 243 246 USD−911 USD | 214 948 USD | +4055 USD+1.9% | |
| 455 050 USD+3032 USD | 244 157 USD−930 USD | 210 893 USD | +3962 USD+1.9% | |
| 452 018 USD+2874 USD | 245 088 USD−950 USD | 206 931 USD | +3824 USD+1.9% | |
| 449 145 USD+2680 USD | 246 038 USD−971 USD | 203 107 USD | +3651 USD+1.8% | |
| 446 465 USD+2465 USD | 247 008 USD−992 USD | 199 457 USD | +3457 USD+1.8% | |
| 444 000 USDFirst snapshot | 248 000 USDFirst snapshot | 196 000 USD | First— |