16 lines
891 B
Text
16 lines
891 B
Text
#!srfv1
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# Synthetic snapshot - see 2024-04-01-portfolio.srf for the framing.
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kind::meta,snapshot_version:num:1,as_of_date::2025-04-01,captured_at:num:1743465600,zfin_version::example,stale_count:num:0
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kind::total,scope::net_worth,value:num:2580000.00
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kind::total,scope::liquid,value:num:2580000.00
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kind::total,scope::illiquid,value:num:0
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kind::tax_type,label::Traditional (Pre-Tax),value:num:1590000.00
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kind::tax_type,label::Roth (Post-Tax),value:num:528000.00
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kind::tax_type,label::Taxable,value:num:418000.00
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kind::tax_type,label::HSA (Triple Tax-Free),value:num:44000.00
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kind::account,name::Robin Trad IRA,value:num:1075000.00
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kind::account,name::Jamie Trad IRA,value:num:515000.00
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kind::account,name::Robin Roth,value:num:308000.00
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kind::account,name::Jamie Roth,value:num:220000.00
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kind::account,name::Joint taxable,value:num:418000.00
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kind::account,name::Family HSA,value:num:44000.00
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