Alex Morgan

DEMO

Personal Financial World

Updated todayProtectedAM

Wealth

Assets

Everything that contributes to your financial world.

Total Assets · USD

$865,000

8 recorded assets · 6 base-currency categories

Demo data

Total Assets

$865,000

8 recorded assets

Liquid Assets

$70,000

Cash accounts

Largest Asset

$420,000

Seattle Residence

Asset	Category	Institution / Owner	Value	Liquidity	Updated
Checking	Cash	Northstar BankAlex Morgan	$18,000	High	Today
High-Yield Savings	Cash	Northstar BankAlex Morgan	$52,000	High	Today
Brokerage Portfolio	Investments	VanguardAlex Morgan	$120,000	High	Yesterday
Retirement Account	Investments	FidelityAlex Morgan	$80,000	Restricted	Yesterday
Crypto Portfolio	Crypto	CoinbaseAlex Morgan	$35,000	High	Today
Seattle Residence	Real Estate	Seattle, WashingtonAlex Morgan	$420,000	Low	Aug 2026
Morgan Studio LLC	Business	Alex Morgan	$110,000	Low	Aug 2026
Vehicle	Other	Alex Morgan	$30,000	Medium	Jul 2026

Checking
Cash · USD
$18,000
High liquidity
Alex MorganUpdated Today
High-Yield Savings
Cash · USD
$52,000
High liquidity
Alex MorganUpdated Today
Brokerage Portfolio
Investments · USD
$120,000
High liquidity
Alex MorganUpdated Yesterday
Retirement Account
Investments · USD
$80,000
Restricted liquidity
Alex MorganUpdated Yesterday
Crypto Portfolio
Crypto · USD
$35,000
High liquidity
Alex MorganUpdated Today
Seattle Residence
Real Estate · USD
$420,000
Low liquidity
Alex MorganUpdated Aug 2026
Morgan Studio LLC
Business · USD
$110,000
Low liquidity
Alex MorganUpdated Aug 2026
Vehicle
Other · USD
$30,000
Medium liquidity
Alex MorganUpdated Jul 2026

Allocation

$865K total

Real Estate$420K
Investments$200K
Business$110K
Cash$70K
Crypto$35K
Other$30K