My Portfolio

Manage your assets and track performance

Market Rate Assumption:%
Include Primary Residence

Total Equity

$1,272,975

Total Debt

$1,614,525

Available HELOC

$0

Est. Monthly Cash Flow 💡

$-987

Primary Residence

404 Coffee Not Found Ave

Purchased: 9/3/2025

Equity

$346,250

Payment

$2850.82PITI

Rate

2.75%

Eff: 3.40%

Debt Asset

$253,702

HELOC Used

$100,000/ 100,000

777 Tech Bro Blvd

Purchased: 6/3/2024

Equity

$870,375

Payment

$5444.50PITI

Cash Flow

$55.50/mo

Rate

3.25%

Debt Asset

$420,077

99 Interest Rate Woes Way

Purchased: 11/28/2023

Equity

$402,600

Payment

$6042.65PITI

Cash Flow

$-1042.65/mo

Rate

6.50%

Debt Asset

$0

PROSPECTIVE DEAL

Costco Hotdog Circle

(Analyze in Deal Engine)

Purchased: 12/31/1969

Equity

$850,000

Payment

$0.00PITI

Cash Flow

$3100.00/mo

Rate

0.00%

Debt Asset

$0