FinTrack AI

Checking Account

$5,678.90

Available to invest $1,200.00

Investment Portfolio

$4,222.22

YTD Return +8.7%

Debt Management

$2,555.66

Payoff Progress 42%

Auto-Invest Rules

Checking Account
Active

Invest $200 when balance exceeds $3,000

Next investment: $1,200 available
Savings Account
Paused

Invest 10% of deposits over $500

Next investment: $0 available

Debt Payoff Strategy

Total Debt $2,555.66
Student Loan
4.5% APR
$1,234.56
$125/mo
Credit Card
18.9% APR
$1,321.10
$65/mo

AI recommends paying $300 extra to credit card this month to save $24 in interest.

AI Market Analysis

S&P 500 +0.8%
AI Confidence: 72%
Bullish trend expected to continue
NASDAQ +1.2%
AI Confidence: 68%
Tech sector showing strength
10Y Treasury -0.3%
AI Confidence: 81%
Yields falling, good for bonds

AI Investment Recommendation

Based on your risk profile and current market conditions, I recommend allocating 60% to index funds (VTI), 25% to bonds (BND), and 15% to crypto (BTC). This balances growth potential with stability given current economic indicators.

Recent Transactions

  • Deposit

    Paycheck • Checking

    +$2,345.67

    Today

  • Investment

    VTI • Auto-Invest

    -$200.00

    Yesterday

  • Payment

    Credit Card • Chase

    -$125.00

    2 days ago

  • Dividend

    VTI • Investment

    +$12.45

    3 days ago

Made with DeepSite LogoDeepSite - 🧬 Remix