16 lines
893 B
Text
16 lines
893 B
Text
#!srfv1
|
|
# Synthetic snapshot — see 2024-04-01-portfolio.srf for the framing.
|
|
kind::meta,snapshot_version:num:1,as_of_date::2024-10-01,captured_at:num:1727740800,zfin_version::example,stale_count:num:0
|
|
kind::total,scope::net_worth,value:num:2470000.00
|
|
kind::total,scope::liquid,value:num:2470000.00
|
|
kind::total,scope::illiquid,value:num:0
|
|
kind::tax_type,label::Traditional (Pre-Tax),value:num:1520000.00
|
|
kind::tax_type,label::Roth (Post-Tax),value:num:505000.00
|
|
kind::tax_type,label::Taxable,value:num:402000.00
|
|
kind::tax_type,label::HSA (Triple Tax-Free),value:num:43000.00
|
|
kind::account,name::Robin Trad IRA,value:num:1030000.00
|
|
kind::account,name::Jamie Trad IRA,value:num:490000.00
|
|
kind::account,name::Robin Roth,value:num:295000.00
|
|
kind::account,name::Jamie Roth,value:num:210000.00
|
|
kind::account,name::Joint taxable,value:num:402000.00
|
|
kind::account,name::Family HSA,value:num:43000.00
|