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WealthFlow AI
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👋 Hello! I'm your AI financial advisor. I analyze your accounts, spending patterns, and investments in real time. What would you like to explore?
📊 Month recap
✂️ Cut spending
📈 Portfolio
🎯 Goals
💡 Next move
🏆 $500k when?
Good morning, Jordan 👋
Your AI-powered financial overview ·
May 2026
AI Insight Real-time Financial Intelligence
Total Net Worth
$284,631
▲ $12,418 (+4.6%) vs last month
$341,200
−$56,569
$148,900
46%
💰
Income — May
$7,840
▲ +3.2% vs Apr
💳
Expenses — May
$4,213
▲ +8.1% vs Apr
🏦
Saved — May
$3,627
▲ Best month 2026
📈
Portfolio Today
+$840
▲ +0.56% daily
Cash Flow — May
Income vs spending trend
Report →
Income
$7,840
Expenses
$4,213
Saved
$3,627
Budget — May
$4,213 of $5,500 spent
Manage →
Recent Transactions
All →
Spending Breakdown
Details →
Goals Progress
Manage →
Accounts
11 accounts linked · last sync 2 min ago
Cash & Savings
$42,380
Investments
$148,900
Credit Cards
−$8,569
Loans
−$48,000
All Linked Accounts
Click any account to view transactions
Net Worth: $284,631
Transactions
All transactions
All
Income
Expenses
Transfers
Uncategorized 3
Budgets
AI-optimized spending limits
May 2026
Total Income
$7,840
Budgeted: $7,500
Total Expenses
$4,213
Budgeted: $5,500
Savings Rate
46.3%
▲ Best in 2026
Budget Categories
On track Over budget
CategoryBudgetSpentLeftProgress
Investments
Brokerage · Roth IRA · 401(k)
Total Portfolio
$148,900
▲ +$14,230 YTD (10.6%)
Brokerage
$87,450
▲ +$840 today
401(k)
$46,100
▲ +12.1% YTD
Roth IRA
$15,350
▲ +9.8% YTD
Portfolio (YTD)
$134,670 → $148,900
+$14,230 ▲
JanFebMarAprMay
Holdings
All →
Financial Goals
AI-tracked milestones
Cash Flow
Income (May)
$7,840
Expenses (May)
$4,213
Net Cash Flow
+$3,627
Income vs Expenses — Last 6 Months
Dec Jan Feb Mar Apr May
Income
Expenses
Spending Analysis
May 2026
By Category
Top Merchants
Net Worth History
Current Net Worth
$284,631
▲ $52,418 (+22.6%) since Jan 2025
Net Worth Over Time
Jan '25 May '25 Sep '25 May '26
Recurring
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AI detected 2 upcoming charges this week totaling $34.98 · Spotify renews in 2 days
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