Simplified My Wealth brings investments, retirement accounts, income, and allocation into one calm, premium dashboard built for long-term clarity.
Simplified
My Wealth
$1,284,920
+$24,810 this month
$842,310
+8.4% YTD
74%
On track for 2048
$3,420
Projected quarterly
Portfolio performance
12-month return · +14.8%
Allocation
Account summary
$1.28M totalEverything in one place
Every account, holding, and goal in a single, quiet interface — designed to reduce noise and reward patience.
Connect brokerages, retirement, cash, and property through secure aggregation. Balances stay current, never stale.
Editable assumptions for return rate, inflation, savings, and expenses — with base, conservative, and aggressive scenarios.
Separate confirmed payments from estimates, track ex-dates and pay-dates, and see income by month.
Blend valuation sources with your mortgage schedule to see true equity and loan-to-value over time.
Accounts connect through Plaid — your bank credentials go to Plaid, not to us. Connections are encrypted and access is read-only.
Export realized gains, cost basis, lots, and statement history to CSV or JSON whenever you need it.
One dashboard for net worth, portfolio, dividends, retirement, and home equity.