Net Worth - Investments

Some description text.

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{{ FilteredTotal | currency | denullify }}

No active filter.

Investment Accounts

Add New Investment Account


    select
    • Account

      {{ Account.AccountNumber }}

      {{ Account.AccountName }}

      Carrier(s)

      {{ Account.VendorNames }} [...]

      Product

      {{ Account.ProductNames }} [...]

      Investment Amount

      {{ Account.Premium | currency | denullify }}

      Account Owner(s)

      {{ Account.OwnerNames }}

      Tax Type

      {{ Account.TaxTypeName }}

      Value

      {{ Account.MostRecentValue.Value | currency | denullify }}

      Value History

      Add New Value Entry

      • 11/05/2015
        $150,000.00

        Edit Value Entry

      • 10/05/2015
        $147,000.00
      • 09/05/2015
        $144,000.00
      • 08/05/2015
        $140,000.00

      Edit Investment Account


        select