Pulse Finance
Command CenterComplete financial intelligence at your fingertips
Net Worth
$262,950
Total Assets
$442,950
Total Liabilities
$180,000
Monthly Cash Flow
+$5,530
Investment Returns
+12.4%
Net Worth Trajectory
Assets vs Liabilities over time
Financial Health Score
Your overall financial wellness
Good Financial Health
You're in the top 15% of Pulse users
Cash Flow Analysis
Income vs Expenses breakdown
Spending Breakdown
This month by category
Budget Status
30 days remaining
$250 over budget
$420 over budget
Accounts
7 linked accounts
Chase Checking
checking
$12,450
+2.3%
Chase Savings
savings
$45,000
+0.8%
Fidelity 401k
investment
$285,000
+4.2%
Vanguard Roth IRA
investment
$68,000
+3.8%
Robinhood
investment
$32,500
-1.2%
Chase Sapphire
credit
-$4,200
Mortgage
loan
-$175,800
+0.2%
Portfolio Allocation
Investment breakdown
Financial Goals
Track your progress
Emergency Fund
Target: Mar 2025
House Down Payment
Target: Dec 2026
Vacation Fund
Target: Jun 2025
New Car
Target: Dec 2025
Recent Activity
Latest transactions
Amazon
Shopping • Today
Whole Foods
Groceries • Today
Paycheck - TechCorp
Income • Yesterday
Netflix
Subscriptions • Jan 27
Shell Gas
Transportation • Jan 26
Starbucks
Food & Dining • Jan 26
AI Insights
Pulse intelligence
Shopping Budget Alert
You've exceeded your shopping budget by $420. Consider adjusting next month's allocation.
Investment Opportunity
Your emergency fund is near target. Consider increasing 401k contributions.
Savings Streak: 6 Months
You've maintained a 30%+ savings rate for 6 consecutive months. Keep it up!