Liquid Assets
—
Cash & investable holdings
401k / Retirement
—
Tax-advantaged accounts
Home Equity
—
Home value − loan balance
Net Worth Over Time
Daily snapshots
Combined
Jake
Sarah
Asset Allocation
By security type
Performance by Institution
Total value by brokerage
Holdings
All investment positions
| Owner | Account | Security | Ticker | Qty | Price | Value | Cost Basis | Gain/Loss | G/L % |
|---|---|---|---|---|---|---|---|---|---|
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Wealth Strategy
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Click "Refresh Analysis" to generate personalized wealth recommendations based on your portfolio.
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Accounts
All linked investment accounts
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Wealth Strategy
Analysis history and allocation
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Settings
Dashboard configuration
Investment Profile
Set your investment goal to personalize strategy recommendations
Home & Mortgage
Enter your home and loan details to enable equity tracking and refinance analysis
Zillow Zestimate
Automatically update home value from Zillow
Plaid API Credentials
Update your Plaid API keys or switch environments
Change Password
Update the dashboard access password
Data Management
Snapshots and exports
Monthly Net Worth Snapshot
Save the current portfolio value as a snapshot. These power the net worth over time chart. Take one snapshot per month for best results.
Export Data
Download your snapshot history as a CSV file.
About
Sheetz Wealth Dashboard — Private net worth tracking powered by Plaid.
This dashboard stores your data locally in SQLite. No data is sent to third parties other than Plaid for account authentication.
Learn more about Plaid at plaid.com.