Age 35 · Chicago, Illinois
Total assets
$298K
Sum of the linked balances
Cost basis
$330K
Total contributed
Unrealized P/L
-$32K
-9.7% on cost
Holdings
4
Risk tolerance: Balanced
Market value by asset class; the total matches total assets.
The last 13 months. The window is provisional until the spec settles.
Asset data is read from the accounts added here, and one institution can hold several.
| Institution | Link ID | Type | Balance | Link status |
|---|---|---|---|---|
Meridian Securities | RK-****-4471 | Individual | $298K | LinkedSeptember 15, 2026 6:10 AM |
Northstar Invest Registered September 14; waiting on the first sync | SP-****-7752 | IRA | — | Linking |
The latest 5. How many is provisional until the spec settles.
| Trade date | Instrument | Side | Quantity | Unit price | Amount |
|---|---|---|---|---|---|
| Sep 4 (Fri) | Global Bond Index Meridian Securities | Buy | 70 | $124 | $9K |
| Aug 11 (Tue) | Global Equity Index Meridian Securities | Buy | 25 | $385 | $10K |
| Jul 3 (Fri) | Domestic Equity Index Meridian Securities | Sell | 20 | $248 | $5K |