Our family dashboard

Good morning

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

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Family Pulse

Family status: thriving-ish

Reading the rhythm of the day…

Family calendar

Today

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Poche Beach

Today’s tides

San Clemente

Reading today’s tide pattern…

Loading NOAA tides…

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

What if?

Move the finish line

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-home—Through Aug 14
Average full month—January through July
Projected 2026 pace—At 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——

Holdings from Merrill · Market pricing refreshes automatically when configured

Monday → Friday

Weekly Scorecard

Week start—
This week——
Current / close—

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.

Buy with confidence

Mortgage Studio

Home cost$2,000,000

Mortgage 100 total

$—estimated monthly ownership cost
Pledged investments needed$—38% planning estimate

Mortgage 100

Keep investments working

Loan amount
$—
Closing cash
$—
Total interest
$—
Income guideline
$—

Traditional mortgage

20% down comparison

Loan amount
$—
Cash needed
$—
Monthly total
$—
Monthly difference
$—

Life after buying

What changes each month?

Today: $5,500 rent + $20,000 saved

Mortgage 100 payment increase$—compared with today’s rent
Mortgage 100 savings after buying$—estimated amount still saved monthly
20% down payment increase$—compared with today’s rent
20% down savings after buying$—estimated amount still saved monthly

Planning estimate only. Mortgage 100 collateral depends on eligible pledged securities, lender approval, appraisal and final loan terms.