💰 Finance Hub v2 · Portfolio Management Dashboard
Updated — just now · MAHA Environment · Plaid-safe: links only, data local personal/finance.json
Financial Health
Net Worth
—
vs last snapshot
Monthly Cash Flow
—
income − spent
Bills Due
—
0 outstanding
Retirement
—
0.0% of
Accounts
Accounts
—
active accounts
Cash
—
from ledger
Alpaca
—
LIVE equity
Net Worth
—
all accounts
Budget & Spending
Budget Left
—
this month
Spending
—
by category
🧾 Transactions Monarch-style ledger
Your data lives here: personal/finance.json (local, 0600) — accounts, bills, budget, retirement, goals, reminders, ledger, snapshots. No credentials stored — links only.
| Date | Merchant | Category | Account | Amount | |
| Ledger empty — add today's spending above (or paste a Monarch export later). Signed amounts: positive = income, negative = expense. |
📅 Bills 2026-10 · $0.00 due
Add rent, utilities, subscriptions with their due day-of-month. Paid toggling resets monthly.
| Bill | Category | Amount | Due | Status | |
|---|
| No recurring bills yet — add rent, utilities, subscriptions with their due day-of-month. Paid toggling resets monthly. |
💰 Dividend Portfolio Projection
Dynamic dividend-investment tracking & projections · conservative · base · optimistic scenarios.
Annual Dividend
$0.00
from active holdings
Portfolio Value
$0.00
market value
Yield on Cost
0.00%
weighted average
Projected 5Y Income
$0.00
Base scenario
| Ticker | Shares | Price | Cost Basis | Yield % | Alloc % | DRIP | Sector | |
|---|
✎ Click any cell to edit · ✕ to delete · Save writes to portfolio · M1.com = manual sync source.
🏦 Accounts & Net Worth net $5,028.85
accounts from finance.json + live Alpaca equity row. Alpaca LIVE equity auto-synced (shows in Accounts).
retirement · MYERIRA
${ "{:,.2f}".format(a.value) }
Empower Retirement — IRA ↗
budget · net worth / budgeting
${ "{:,.2f}".format(a.value) }
Monarch Money ↗
bank · banking
${ "{:,.2f}".format(a.value) }
Rocket Account ↗
trading · auto-synced
${ "{:,.2f}".format(hub.alpaca_equity) }
Alpaca LIVE → board
low $5,019net-worth trend (6 snapshots · daily)high $5,029
low $5,019
net-worth trend (6 snapshots · daily)
high $5,029
💸 Monthly Budget 0.0 left
Bars auto-sync with the ledger — bill payments (✔) and transactions whose category matches a budget name update spend automatically.
Housing
Budget
0.00
monthly
Spent
${ "{:,.2f}".format(c.spent|default(0)) }
this month
−${ "{:,.2f}".format(c.spent|default(0)) } / $0.00
Food
Budget
0.00
monthly
Spent
${ "{:,.2f}".format(c.spent|default(0)) }
this month
−${ "{:,.2f}".format(c.spent|default(0)) } / $0.00
Transport
Budget
0.00
monthly
Spent
${ "{:,.2f}".format(c.spent|default(0)) }
this month
−${ "{:,.2f}".format(c.spent|default(0)) } / $0.00
Utilities
Budget
0.00
monthly
Spent
${ "{:,.2f}".format(c.spent|default(0)) }
this month
−${ "{:,.2f}".format(c.spent|default(0)) } / $0.00
Insurance
Budget
0.00
monthly
Spent
${ "{:,.2f}".format(c.spent|default(0)) }
this month
−${ "{:,.2f}".format(c.spent|default(0)) } / $0.00
Subscriptions
Budget
0.00
monthly
Spent
${ "{:,.2f}".format(c.spent|default(0)) }
this month
−${ "{:,.2f}".format(c.spent|default(0)) } / $0.00
Discretionary
Budget
0.00
monthly
Spent
${ "{:,.2f}".format(c.spent|default(0)) }
this month
−${ "{:,.2f}".format(c.spent|default(0)) } / $0.00
👵 Retirement Empower IRA (MYERIRA)
Open https://participant.empower-retirement.com/participant/#/login?accu=MYERIRA in browser for full details.
| Item | Value |
|---|
| Balance | ${ "{:,.2f}".format(hub.retirement.balance) } |
| YTD Contrib | ${ "{:,.2f}".format(hub.retirement.ytd_contrib) } |
| Annual Limit | ${ "{:,.2f}".format(hub.retirement.annual_limit) } |
| Employer Match YTD | ${ "{:,.2f}".format(hub.retirement.employer_match_ytd) } |
| Age | 35 |
| Monthly Contribution | ${ "{:,.2f}".format(hub.retirement.monthly_contribution|default(0)) } |
| Progress | 0.0% of 7,000 |
| Projected @ 65 | ${ "{:,.0f}".format(hub.ret_projection) } (6%/yr) |
🎯 Goals
add/remove in the finance hub.
| Goal | Target | Saved | % |
|---|
| No goals yet — add a goal above. |
Source: personal/finance.json · Accounts, bills, budget, retirement, goals, reminders, ledger, snapshots
Panel: /panel/finance-hub