01 · Growth
Monthly growth rate
+4.5%
Net worth grew from $273,150 to $285,450 this month, an increase of $12,300.
View trendspring-gilded
by
Umang Suthar
Umang SutharBuild this project
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Net Worth
As of August 26, 2026
$285,450
+$12,300+4.5%vs last month
03 · Net Worth Trend
Wealth trajectory
Review the progression of your total net worth across available snapshots.
Period
Net worth snapshotsLast 12 months · 3 available snapshots
02
$100,050Liabilities
Net Worth$385,500 − $100,050 = $285,450
Insights
What your net worth is telling you
Interpretive context drawn from your current snapshot and asset composition — read the signals, then act on the next step.
02 · Composition
Primary asset
Investments · 39.6%
Investments lead total assets at $152,800, ahead of Property (35.0%) and Savings (22.1%).
View investments03 · Health
Debt-to-asset ratio
≈26%
Total liabilities of $100,050 sit against total assets of $385,500, roughly 26% leverage.
View breakdown04 · Trend
3-month comparison
2.0% → 4.5%
Growth accelerated over the last three snapshots: +2.0% (Jun 26), +3.4% (Jul 26), +4.5% (Aug 26).
View history05 · Liabilities
Debt composition
Mortgage 94.8%
Mortgage remains the dominant liability at $95,000 (94.8%); the student loan contributes $5,050 (5.0%).
Review debts06 · Next step
Suggested action
Review repayment
Consider reviewing your debt repayment strategy for the mortgage balance as assets continue to grow.
AI RecommendationsGrowingMonitorAction suggestedInformational
01 — account access
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