Our family dashboard

Good Morning

Here’s to a calm start and a lovely day together.

Our family rhythm

Family Calendar

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Shared with the family

Shopping List

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Everything in one place

Account Balances

Total balance—

Balances update with the morning financial sync.

A family on the beach looking up a coastal hill toward their dream home

Our path home

The Dream Home Climb

Loading…of $750,000

Monthly opening balance · Merrill

Merrill managed

Portfolio Today

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Portfolio value—
Today——
HoldingValueToday%

Holdings from Merrill · Market pricing refreshes automatically when configured

Monday → Friday

Weekly Scorecard

Week start—
This week——
Current / close—
HoldingMondayNowWeek

Performance excludes net deposits and withdrawals when cash-flow data is supplied.

What made us money?

Winners & Losers

Investment performance——

Biggest winners

Biggest losers

Ranked by dollar contribution so the biggest drivers of family wealth stand out.

What changed?

Portfolio Activity

This week

Bought / Added

Sold / Reduced

New, added, reduced and closed positions from Merrill investment activity.