Net Worth Tracker
Odalys Ferreira household · Personal finance · Charlotte, NC
Odalys Ferreira records balances monthly to see how her total changes over time.
Use this templateBy class
AccountsEveryday checking
High-yield savings
Brokerage account
Retirement account
Townhouse (estimated value)
Mortgage
Auto loan
Rewards credit card
Tables
Accounts
8 sample rows · 9 columnsEvery account or asset with its class, institution and latest balance.
| Account | Type | Class | Institution | Current balance | Currency | Holdings |
|---|---|---|---|---|---|---|
| Everyday checking | Pinecrest Credit Union | $6,800 | — | |||
| High-yield savings | Westmoor Bank | $24,500 | — | |||
| Brokerage account | Larkspur Securities | $58,200 | — | |||
| Retirement account | Harbor Trust | $112,400 | — | |||
| Townhouse (estimated value) | Self-valued | $385,000 | — | |||
| Mortgage | Eastgate Home Loans | $268,000 | — | |||
| Auto loan | Pinecrest Credit Union | $11,900 | — | |||
| Rewards credit card | Westmoor Bank | $1,850 | — |
Holdings
10 sample rows · 8 columnsPositions held inside investment accounts, tracked by cost and current value.
| Holding | Account | Asset type | Quantity | Cost basis | Current value |
|---|---|---|---|---|---|
| Broad market index fund | Brokerage account | 112.4 | $9,300 | $10,850 | |
| Small-cap fund | Brokerage account | 64 | $5,400 | $6,120 | |
| Quillon Robotics shares | Brokerage account | 40 | $3,200 | $4,610 | |
| Municipal bond ladder | Brokerage account | 30 | $15,000 | $15,240 | |
| Ether holding | Brokerage account | 2.5 | $4,100 | $5,050 | |
| Cash sweep | Brokerage account | 1 | $8,500 | $8,500 | |
| Target-date fund | Retirement account | 640 | $88,000 | $96,800 | |
| Company stock plan | Retirement account | 120 | $9,700 | $12,400 | |
| Treasury note | Retirement account | 10 | $9,800 | $9,660 | |
| Cash reserve | Retirement account | 1 | $3,200 | $3,200 |
Snapshots
24 sample rows · 5 columnsDated balance readings that build the net worth history.
| Snapshot | Account | Date | Balance |
|---|---|---|---|
| Everyday checking reading (latest) | Everyday checking | Oct 16, 2026 | $6,800 |
| High-yield savings reading (latest) | High-yield savings | Oct 16, 2026 | $24,500 |
| Brokerage account reading (latest) | Brokerage account | Oct 16, 2026 | $58,200 |
| Retirement account reading (latest) | Retirement account | Oct 16, 2026 | $112,400 |
| Townhouse (estimated value) reading (latest) | Townhouse (estimated value) | Oct 16, 2026 | $385,000 |
| Mortgage reading (latest) | Mortgage | Oct 16, 2026 | $268,000 |
| Auto loan reading (latest) | Auto loan | Oct 16, 2026 | $11,900 |
| Rewards credit card reading (latest) | Rewards credit card | Oct 16, 2026 | $1,850 |
| Everyday checking reading (mid) | Everyday checking | Sep 17, 2026 | $6,664 |
| High-yield savings reading (mid) | High-yield savings | Sep 17, 2026 | $24,010 |
| Brokerage account reading (mid) | Brokerage account | Sep 17, 2026 | $57,036 |
| Retirement account reading (mid) | Retirement account | Sep 17, 2026 | $110,152 |
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