Your money, this week

Both halves through your values lens — what you spent, what got auto-invested, where they aligned.

Quiet streak
0 days

consecutive days under $50 discretionary · personal best: 5

Banked · last 7 days
$657.54

vs your 90-day entertainment & recreation pace

Entertainment & Recreation +$238.49
Clothing +$225.40
Restaurants & Bars +$111.31
Longest active gaps
Clothing 39d / 258
Entertainment & Recreation 6d / 166
Restaurants & Bars 4d / 243

days since last txn / personal best gap

Last 7 days · alignment
16%

$7,501.47 moved · $1,204.27 into companies aligned with your stated values

Paper account · last 30 days equity $99,538.34
Account
+0.55%
SPY
+4.62%
Alpha
-4.07%

The bar that matters: does the strategy beat just holding SPY (after costs, net of values constraint)? Sample size still tiny — needs ~30 closed trades to mean anything.

Spending this week drill in →
$493.06

16 transactions (excl. mortgages, loans, utilities)

aligned $0.00
neutral / utility $0.00
not yet classified $493.06
Worth a look:
Amazon $250.44
New York's 529 College Savings Program $140.00
DoorDash $55.75
Auto-invest this week drill in →
$7,008.41

6 executed · 37 rejected by gate · 0 failed

matched your themes $1,204.27
avoided (gate rejected) $16,384.69
Top values matches:
FLS + water-infrastructure $1,204.27
The bridge: spending → investing

Your monthly review identified $1,500.00/mo of recoverable spending leaks. Redirected into auto-invest with values screening, that's $18,000.00/year of values-aligned capital you'd otherwise have lost to subscriptions and impulse buys.

The bridge feature (one-click "redirect leak to auto-invest") is the unique product capability that comes from running both halves under one roof. Coming soon — design phase.

What needs your attention

LIFEPATH IDX 2045 A: Broad-market fund — owns ~the whole market by design, which means it includes companies on your excluded list. $304,681.49 →

Spending data is a snapshot. Last transaction recorded: 2026-08-16.