LIVE NET WORTH
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DAY——
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NET WORTH TRENDLoading history
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AS OF— HSTRefreshes every 60 seconds
MARKET
Positions at a glance
INCOME · SNOWBALL
Income (Snowball)
—gross / month
— non-retirement · — SEP-restricted
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NEXT 30 DAYS DIVIDENDS
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WELLS PORTAL · SEP 1
Cash (bank)
PROPERTY
Equity map
CONTROL
Known gaps
- Laie mortgage$4,281.17/mo · Wells portal, Sep 1
- Kamilo mortgage$4,122.01/mo · P&I $2,497.66 + escrow $1,624.35 · Wells portal, Sep 1
- Tax estimateNot deducted from net worth
- Lualai$1.1M equity; paid off; $0 family rent
LIVE BOOK
Positions
Open authoritative lots; cash rows included. SEP remains separate.
| Asset | Account | Shares | Price | Value | Day $ | Day % | Monthly income |
|---|
BALANCE SHEET
Properties & debt
Appraised/direct values. Current debt only is subtracted from net worth.
| Property | Value | First mortgage | HELOC limit / drawn | Payments | Available to draw | Equity |
|---|---|---|---|---|---|---|
| Available to draw · three FHB lines | — | |||||
LIABILITIES
Debt register
| Debt | Lender | Balance | Rate | Payment | Net worth treatment |
|---|
JUDY VIEW
Debt service stress
Full FHB line draw, interest-only. Coverage is entered rent ÷ modeled monthly interest. First-mortgage P&I, tax, insurance, HOA, vacancy and operating expenses are excluded until verified.
CURRENT HELOC I/O · 5.70%— / mo$306 drawn across three lines
RATE LADDER
Full-line coverage
Needs entry until all three rents are known
| Rate | Full-draw monthly interest | Entered rent | Coverage | Gap / surplus |
|---|
NORTH SCOTTSDALE ONLY
Real Estate
Grayhawk, DC Ranch, Scottsdale, and Phoenix · $1.45M max · parcel-level rental proof · no Hawaii candidates.
SFR 3+ beds · 2015+ · pool · ≤25 min ASULOCK-AND-LEAVE secure · exterior maintained · no yard/pool upkeep · recorded 6-month+ lease rule
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OWNER CAPITAL
Trade Ideas
Portable Mission Control decision cards. Review only; no execution path exists here.
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