ALPHA
.OS
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Net Worth
Tasks
Ideas
Total Net Worth
$
0
2026 Goal
7.2%
/ $300,000
$278,531
TO GO
⚡
Asset Allocation
Manager Checklist
0
/7
Daily Team Meeting
Check GHL & hold team accountable for following up to hit daily target
Send training material & motivation to team
Remind team: closing / following up / upselling / training
Update all closed deals & complete data entry in Cybil
Update sales commission tracker
Ensure everyone has call highlights ready (condensed)
Today's Tasks
1
/1
Completed (0)
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✓ All done for today
Recent Ideas
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Vision Board
Adam · 2026
VISION
BOARD
I attract abundance and wealth effortlessly.
Daily Affirmation
"The best time to plant a tree was 20 years ago. The second best time is now."
— Chinese Proverb
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Goals
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✓ Conquered
Total Net Worth
$0
Total Invested
$21,389
Total P&L
+$80
Return %
+0.37%
Net Worth Over Time
Stocks & Crypto
↻ Refresh
+
Asset
Total Invested
Avg Buy Price
Units Held
Live Price
Current Value
P&L
Return %
VOO
$989
$631.95
1.5652
—
—
—
—
NVDA
$400
$191.13
2.0928
—
—
—
—
Show Transaction Log ↓
Date
Ticker
Action
Platform
Units
Price/Unit
Fees
Total Cost
Live Price
Notes
2026-03-04
VOO
BUY
—
0.7826
$625.00
$0.00
$489.13
—
—
✎
✕
2026-02-09
VOO
BUY
IBKR
0.7826
$638.89
$-1.00
$499.00
—
—
✎
✕
2026-02-09
NVDA
BUY
IBKR
2.0928
$191.13
$-1.00
$399.00
—
—
✎
✕
Mashreq Savings Account
+
Total Deposited
$20,000
Interest Earned
$80.00
Total Value
$0
Show History ↓
Date
Amount
Interest (0.4%)
Notes
2026-02-11
$5,000
+$20.00
—
✎
✕
2026-03-04
$15,000
+$60.00
—
✎
✕
Real Assets
+
Total Asset Value
$0
Total Cost Basis
$0
Unrealized Gain
+$0
Assets Count
0
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Expenses & Subscriptions
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Monthly Total
$0
Annual Total
$0
Subscriptions
0
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0
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Health
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Today's Tasks
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Manager Checklist
Resets midnight EST
Daily Team Meeting
Check GHL & hold team accountable for following up to hit daily target
Send training material & motivation to team
Remind team: closing / following up / upselling / training
Update all closed deals & complete data entry in Cybil
Update sales commission tracker
Ensure everyone has call highlights ready (condensed)
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Project Prometheus
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