Our family dashboard

Good morning

Here’s what’s happening with the family today.

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Family calendar

Today

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Poche Beach

Today’s tides

San Clemente

Reading today’s tide pattern…

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NOAA prediction station TWC0419 · estimated curve between published highs and lows

Shared list

Shopping

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Next up

Around the House

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Something to look forward to

Family countdowns

Birthdays + trips

Our family rhythm

Family Calendar

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Shared with the family

Family Lists

What we need

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

Chase · Wells Fargo · Schwab

Family Expenses

Spent
Needs review0
Top category

Where it went

By category

Household
total

Spending rhythm

This week

Household split

Who it was for

Full breakdown

Household expenses

Wells Fargo + Schwab · January 1 → August 14

Household Income

Posted take-home pay
2026 take-homeThrough Aug 14
Average full monthJanuary through July
Projected 2026 paceAt the current daily pace
Best month

Income statement

Month by month

BenSheri

Income mix

Who brought it in

take-home

Smart signals

What stands out

Paycheck stream

Every deposit

Confirmed paycheck deposits from Wells Fargo and Schwab only. Transfers, refunds, rebates, interest, Venmo, Greenlight, the branch deposit and tax refund are excluded from earned income.

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.