Our family dashboard
Good Morning
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
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Balances update with the morning financial sync.
Our path home
The Dream Home Climb
Monthly opening balance · Merrill
Chase · Wells Fargo · Schwab
Family Expenses
Transaction inbox
Assign expenses
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Spending report
By category
Who it was for
Merrill managed
Portfolio Today
Holdings from Merrill · Market pricing refreshes automatically when configured
Monday → Friday
Weekly Scorecard
Performance excludes net deposits and withdrawals when cash-flow data is supplied.
What made us money?
Winners & Losers
Biggest winners
Biggest losers
Ranked by dollar contribution so the biggest drivers of family wealth stand out.
What changed?
Portfolio Activity
Bought / Added
Sold / Reduced
New, added, reduced and closed positions from Merrill investment activity.