Your portfolio, this quarter
Score-driven dashboard · Aug 13, 2026
✨ Powered by AI · Personal Wealth Command Center
Good evening,
Bruce Wayne.
Your entire financial life — ⚡ one command center.
🏦 Brokerages, 💰 retirement & 401(k), 🏛 IRAs, 💵 cash, 🪙 gold, even 🤝 private ventures — every account in one view. Your 🤖 AI advisor watches it all in real time, flags 🚨 concentration & tax risk, and hands you crystal-clear, tax-smart moves.
$33.6Bnet worth
15accounts connected
✨ Powered by AI Every account, one view AI wealth advisor Quarterly reviews Tax-smart moves Stress tests & crash alerts
Net worth
$33.6B
assets $34.0B − liab $385.0M
Total assets
$34.0B
12 accounts (excludes unvested)
Liabilities
$385.0M
3 debt accounts
Unvested RSU
$1.26B
5800000 sh @ $218.00
📈 Liquid — Equities
$22.5B
66% of assets · 3 accts
💵 Liquid — Non-Equities
$2.58B
8% of assets · 4 accts
🏦 Illiquid — Retirement
$7.97B
23% of assets · 3 accts
💎 Alternate Assets
$950.0M
3% of assets · 2 accts
💳 Liabilities
$385.0M
3 debt accts
Highest concentration
AMZN
10% of net worth
Biggest risk
AMZN concentration
10% of net worth sits in one stock
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📄 Generate Personal Financial Statement — Bruce & Vicky
Clean PDF for proof-of-funds, lender packages, NDAs. Assets · Liabilities · Net Worth · Holdings · Signature page.
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AI Portfolio Advice
Deep analysis by Claude Sonnet 4.6 with extended thinking + live web search. Concentration · tax · leverage · stress · cash drag.
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