Demo data
WC

Net worth

Everything the household owns minus what it owes — upload the document behind each row right here.

Household total
$1,280,000
+4.2% YTD ($52k)
Assets · $1.62M
Liabilities · $342k
Assets
Total · $1.62M
Cash & reserves$52k · 3%
Investments (RRSP / TFSA / Non-reg)$486k · 30%
Account
RBC TFSA ****4821
Market value
$186,420
YTD contributions
$4,800
As of
Jun 30, 2026
Source document:
Account
Questrade RRSP ****1102
Market value
$299,860
Available room
$18,400
As of
Jul 15, 2026
Source document:
Real estate$1.05M · 65%
Lender
TD · Mortgage ****9021
Property
2418 W 12th Ave, Vancouver
Estimated market value
$1,050,000
Outstanding balance
$328,140
Rate
4.79% · 5-yr fixed
Monthly payment
$2,140
Renewal date
Mar 12, 2028
As of
Jul 1, 2026
Source document:
Other assets$34k · 2%
Liabilities
Total · $342k
Mortgage$328k · 96%
Lender
TD · Mortgage ****9021
Property
2418 W 12th Ave, Vancouver
Estimated market value
$1,050,000
Outstanding balance
$328,140
Rate
4.79% · 5-yr fixed
Monthly payment
$2,140
Renewal date
Mar 12, 2028
As of
Jul 1, 2026
Source document:
Consumer debt$14k · 4%