IW FiNN
Wealth Intelligence
Overview Wealth Cash Flow Real Estate Documents Auto Bus Services Family Intelligence
TA
Troy J. Aucoin
Founder / CEO
DOW 49,364 ▼ -0.65% S&P 500 7,354 ▼ -0.67% NASDAQ 25,871 ▼ -0.84% RUT 2,747 ▼ -1.01% PLTR $135.26 ▲ +0.09% NVDA $220.61 ▼ -0.77% MSFT $417.42 ▼ -1.44% AMZN $259.34 ▼ -2.08% GOOGL $387.66 ▼ -2.34% COIN $193.45 ▲ +2.12% WTI $103.54 ▼ -0.59% GOLD $4,481 ▼ -0.67%
Tampa
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Eastern Time
Los Angeles
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Pacific Time
May 26 SMCI legal deadline / exit flag May 2026 FINN ID pilot — select 5 Tier A clients May 2026 Intuit API connection pending from Mira Systems May 2026 Park Terrace closing docs + cost seg file build June 17 Park Terrace postnup/attorney consult target Nov 12 AWM Annual Client Event at Drusilla May 26 SMCI legal deadline / exit flag May 2026 FINN ID pilot — select 5 Tier A clients May 2026 Intuit API connection pending from Mira Systems May 2026 Park Terrace closing docs + cost seg file build June 17 Park Terrace postnup/attorney consult target Nov 12 AWM Annual Client Event at Drusilla
Good morning, Troy.
Here is your complete financial picture as of today.
Estimated Net Worth
$4.41M
$3.62M
Investments
---
Banking
$825K
Real Estate
-$240K
Liabilities
Overall Net Worth Graph
Total net worth, investments, and real estate trend.
Overall Net Worth Pie Chart
Complete allocation breakdown of total net worth.
Breakdown of Overall Net Worth
Investments + real estate + estimated banking minus liabilities.
Investments
$3.62M
Real Estate
$825K
Banking Est.
$200K
Liabilities
-$240K
Net Worth Circle Chart
Percentage holdings in total net worth, with liabilities shown as the negative drag.
$4.41M
Net Worth
Investments
82.2%
$3.62M total portfolio
Real Estate
18.7%
$825K estimated property value
Banking
4.5%
$200K placeholder until live feeds connect
Liabilities
-5.4%
-$240K liability drag
Wealth Growth
Total Net Worth Graph
Investments + Real Estate + Estimated Banking - Liabilities
Current Est.
$4.41M
Investments
$3.62M
Real Estate
$825K
2026 Growth
+$208K
*Banking is still estimated until live bank feeds are connected. Property values and liability estimates should be updated as documents are added.
Current Allocation
$4.41M
Net Worth
Investments82.2%$3.62M
Real Estate18.7%$825K
Banking (est.)4.5%$200K
Liabilities-5.4%-$240K
Wealth Overview
Investments
$3,622,831.84
Raymond James Portfolio
Real Estate
$825,000
Primary + Park Terrace
Banking & Credit
Connect
Hancock Whitney, FAB, Amex
Key Holdings
Asset Type Shares / Cost Current Value (Est)
CRWD
CrowdStrike		 Equity 100 sh @ $160.56 $61,883
+$45,827
IONQ
IonQ Inc.		 Quantum 1,000 sh +$45,913
Unrealized Gain
QBTS
D-Wave Quantum		 Quantum 4,000 sh +$29,430
Unrealized Gain
QTUM
Defiance Quantum ETF		 Quantum 302 sh +$22,999
Unrealized Gain
RGTI
Rigetti Computing		 Quantum 2,000 sh +$15,243
Unrealized Gain
Watchlist / Pulse
PLTR
Q1 Rev $1.63B (+85%)
NVDA
Hedge alerts active (RSI extended)
Market Signal
Bullish (Moderate Confidence)
Other Holdings
MSFT, AMZN, GOOGL, COIN
Intelligence & Command
Active Projects
IW FINN LLC
Dashboard Deploy
Onyx VIP Ride Brand
Events & Reminders
RJ National Conference
Aria Las Vegas (Pending Flights)
FINN ID Pilot
Launching to 5 Tier A clients
AWM Annual Event
Nov 12 · Drusilla
Scoreboard
4,037
Total tasks since Mar 23
FiNN2,683
Troy1,354
Cash Flow Analysis

Cash flow is now separated into Personal and Business views, with American Express staged as one personal card connection and one business card connection.

Primary Data Action
Download AMEX Spending Data
One secure American Express login feeds both card lanes. Press the download button, complete the MFA prompt when requested, then the activity file is used to refresh Personal, Business, and Combined spending.
Download AMEX Data Text MFA Request
1. LoginOpen AMEX activity with one secure sign-in.
2. MFAFinn requests the one-time code when AMEX asks.
3. DownloadActivity file/table is captured from AMEX.
4. UpdateSpending refreshes by Personal and Business lanes.
AMEX
MFA Controlled
Ready to Pull
Cash Flow Menu
Combined View
Bridge
Rolls personal + business together only when needed
Personal Cash Flow
Personal
Household spending, personal Amex, travel, dining
Business Cash Flow
Business
AWM, IW FINN, Onyx, Chef T-Jean, business Amex
Property Cash Flow
Track
Park Terrace rent, repairs, HOA, insurance, tax
American Express Login
One Login
Single Amex sign-in will be used as the secure source, then the two cards are separated into Personal and Business cash-flow lanes.
Login / MFA PendingOne Source
Personal Amex Card
Map to Personal
Personal card activity will feed household spending, travel, dining, subscriptions, and personal reimbursements only.
Card Mapping PendingPersonal Ledger
Business Amex Card
Map to Business
Business card activity will feed AWM, IW FINN, Onyx, Chef T-Jean, software, and professional expense categories only.
Card Mapping PendingBusiness Ledger
Monthly Spending — All Accounts
Click any month bar or month chip to open the detailed view.
Selected Month Detail
May 2026
Daily spending, weekly totals, and category drill-down.
Weekly Spending
Category Breakdown
Real Estate

Click any property to view details, documents, and financials.

Tracked Properties
3
Primary, residential, rental
Known Planning Value
~$1.62M
Lexington midpoint + Laurel + Park Terrace
Rental Income
$30K
Park Terrace annual gross rent
Open Data
Photos/VINs
Laurel value + docs pending
2917 Lexington Lakes Ave
2917 Lexington Lakes Ave
Baton Rouge, LA 70810
Est. Value
$780K–$820K
Lot
1 acre
Status
Primary
Market
Off-market
Primary Residence
2433 Laurel Lakes Ave
2433 Laurel Lakes Ave
Baton Rouge, LA 70810
Purchase Price
$475K
Financing
0% down
2024 Tax
$959.10
Status
Residential
Due Date
Mar 31
Residential
13927 Park Terrace Drive
13927 Park Terrace Dr
Baton Rouge, LA 70810
Purchase Price
$340K
Rent / Mo
$2,500
Gross Rent
$30K/yr
HOA
$900/yr
Debt
$0
Rental Property
2917 Lexington Lakes Ave

Baton Rouge, LA 70810  ·  Primary Residence

2917 Lexington Lakes Ave
Estimated Value
$780K–$820K
Planning Value
$800K
Lot Size
1 acre
Market Status
Off-market
Mortgage Servicer
Flagstar Bank
Insurance
Allstate / Platinum
Neighborhood Avg
$650,506
Status
Primary
Documents & Records
📄
Closing Documents
Upload pending
📋
Title / Deed
Upload pending
🏦
Mortgage Statement
Upload pending
🧾
Property Tax
Upload pending
🛡️
Insurance Policy
Upload pending
🏘️
HOA Agreement
Upload pending
📊
Appraisal
Upload pending
🔍
Home Inspection
Upload pending
2433 Laurel Lakes Ave

Baton Rouge, LA 70810  ·  Residential

2433 Laurel Lakes Ave
Estimated Value
Pending
Purchase Price
$475,000
Financing
0% down / financed
Mortgage Info
Pending from Troy
Insurance
Pending
2024 Tax Notice
$959.10
Notice Due Date
Mar 31, 2025
Tax Collector
EBR Sheriff
Status
Residential
Documents & Records
📄
Closing Documents
Upload pending
📋
Title / Deed
Upload pending
🏦
Mortgage Statement
Current mortgage info pending from Troy
🧾
2024 Property Tax Notice
Saved May 19, 2026 · Pay amount shown $959.10
View Notice
🛡️
Insurance Policy
Upload pending
🏘️
HOA Agreement
Upload pending
📊
Appraisal
Upload pending
🔍
Home Inspection
Upload pending
13927 Park Terrace Drive

Baton Rouge, LA 70810  ·  Rental Property  ·  Closed May 18, 2026

13927 Park Terrace Drive
Purchase Price
$340,000
Wire Sent
$337,321.72
Debt / Mortgage
$0
Purchase Type
Cash Purchase
Monthly P&I
$0.00
Monthly Rent
$2,500.00
Security Deposit
$2,500.00 pending
Gross Annual Rent
$30,000
HOA Estimate
$900/yr
HOA Monthly
$75.00
Yr 1 Tax Deduction
$135,209
Est. Tax Savings
~$38,573
Lease Status
Signed
Bank Account
Pending New Account
Strategy
Long-term hold
Tax Payee
EBR Sheriff
Documents & Records
📄
Closing Documents
Saved May 19, 2026
Sale Doc · HUD
💵
Rent / Deposit Checks
Saved June 3, 2026
Check Photo 1 · Check Photo 2
Park Terrace rent/deposit check photo 1Park Terrace rent/deposit check photo 2
📋
Title / Deed
Upload pending
🏦
Mortgage Statement
Not applicable — cash purchase
🧾
Property Tax
Upload pending
🛡️
Insurance Policy
Upload pending
💰
Rental Income Log
New bank account pending
📊
Appraisal
Not uploaded yet
📑
Lease Agreement
Signed — upload pending
🏘️
HOA Dues
Estimated $900.00 annually / $75.00 monthly
🔧
Maintenance Log
Upload pending
Document Vault

Property documents organized by asset. PDFs open in a new tab and are also linked inside each property detail page.

Park Terrace
5 Files
Closing docs + check photos
Real Estate
3 Assets
Primary, residential, rental
Open Items
Lease
Signed file pending upload
Cost Seg
Ready
Closing docs available
13927 Park Terrace Drive
Closing Documents
📄
0687 Sale / Closing Document
Saved from Troy email · May 19, 2026
Open PDF
🧾
0687 HUD / Settlement Statement
Saved from Troy email · May 19, 2026
Open PDF
💵
Rent / Deposit Check Photos
Saved June 3, 2026
Open Photo 1 · Open Photo 2
Park Terrace rent/deposit check photo 1Park Terrace rent/deposit check photo 2
📋
Park Terrace Request List
Saved in property file
Open PDF
📊
Appraisal
Not uploaded yet
Park Terrace File Status
Available
Email sourceFw: 0687 - Closing Documents Park Terrace
Property tabPDF + check-photo links active
Documents tabPDF + check-photo links active
Next uploadAppraisal + signed lease
Wealth

Holdings organized by institution type. Click a KPI card to switch views.

Brokerage Firms
$3.62M
Raymond James + tracked equities
Banking
Connect
Hancock Whitney + FAB
Credit Unions
Add
Pending institution links
Private Investments
Tracked
IW FINN, Onyx, property-related
Brokerage Holdings
Open RJ Client Access
Raymond James Client Access is staged under Wealth. Live fetch requires Troy MFA approval, then the dashboard can refresh the KPI values from the latest Client Access pull.
Firm / AssetCategoryPositionValue / Gain
Raymond James
12 household accounts		BrokerageTotal portfolio$3,622,831.84
CRWD
CrowdStrike — separately tracked		Equity100 sh @ $160.56$61,883
+$45,827
Quantum Basket
IONQ, QBTS, QTUM, RGTI, QUBT, INFQ		Thematic6 positions~$276,652
May 12 RJ pull
Watchlist
PLTR, NVDA, ARM, MSFT, AMZN, GOOGL, VRT, COIN, IBM		PulseActive monitoringLive ticker
Allocation Snapshot
US Equity59.67%
Fixed Income13.89%
Cash Alternatives10.35%
Cash9.35%
Non-US Equity5.54%
Real Estate1.19%
Banking
Hancock Whitney
Connect
Individual, joint, family accounts
First American Bank / FAB
Connect
Banking feed pending
Once bank feeds are linked, this tab will show cash balances, inflows/outflows, budget categories, rental deposits, and monthly cash-flow changes.
Credit Unions
No credit union accounts are linked yet. This is ready for Pelican, Neighbors, Campus Federal, La Capitol, EFCU, or any other credit union Troy wants added.
Private / Alternative Holdings
IW FINN Solutions LLCPilot stage
Blue Onyx / Onyx VIPFramework stage
Chef T-Jean LLCTrailer purchase
Park Terrace$340K purchase
Private values are intentionally marked as tracked rather than priced until Troy approves a valuation method or provides formal appraisals/capital accounts.
Auto

Vehicle management hub for Troy’s vehicles: photos, VINs, insurance, registration, service records, financing, fuel, and renewal tracking. Logins and policy details stay secured; this view organizes provider links, dates, and documents.

2024 GMC Sierra Denali
Truck
Photo + VIN pending
2025 GMC Yukon Denali
SUV
Photo + VIN pending
Insurance
Track
Policy, premium, renewal
Documents
File
Title, registration, receipts
Vehicle KPI Card
2024 GMC Sierra Denali
PhotoPending from Troy
VINPending from Troy
Insurance / registrationReady to file
Maintenance / serviceTimeline pending
Vehicle KPI Card
2025 GMC Yukon Denali
PhotoPending from Troy
VINPending from Troy
Insurance / registrationReady to file
Maintenance / serviceTimeline pending
Auto Action Center
Upcoming
Policy renewal datesTrack
Registration renewalsPending VINs
Maintenance remindersReady to build
Fuel / mileage notesOptional
Vehicle Document Vault
Files
TitlesUpload pending
RegistrationsUpload pending
Insurance cardsUpload pending
Service receiptsUpload pending
Bus

Bus and transport-asset hub for Blue Onyx / Onyx VIP planning, coach records, insurance, permitting, maintenance, storage, and operational documents.

Fleet
Plan
Bus / coach asset records
Permits
Track
LMN, local, insurance
Maintenance
Schedule
Inspection + service cadence
Operations
Build
Storage, dispatch, revenue
Bus / Coach Asset Records
Fleet File
Luxury coach / busPlanning file
Storage locationPending
Insurance / permitsTrack
Maintenance / inspectionsService schedule
Transport Operations
Blue Onyx
Onyx VIP RidesActive concept
Driver / vendor recordsOrganize
Revenue / expensesFuture dashboard
Event logisticsPhase 2
Services & Subscriptions

Primary residence streaming, subscriptions, utilities, and property services organized in one place. Logins are tracked as secured references only; the dashboard links to the provider sites without exposing passwords.

Streaming
Connect
Netflix, Hulu, YouTube TV, music
Utilities
Track
Power, water, gas, internet
Property Services
Organize
HOA, lawn, pest, insurance
Renewals
Watch
Due dates + annual reviews
Primary Residence Subscriptions
Streaming & Recurring
Streaming servicesInventory pending
Music / mediaInventory pending
Software / appsInventory pending
Annual renewalsWatchlist
Property Utilities
All Properties
2917 Lexington LakesUtility list pending
2433 Laurel LakesUtility list pending
13927 Park TerraceBank feed pending
Insurance / HOA / property taxTrack
Family

Family-level planning, child records, documents, reminders, immunization records, and household organization. Nothing is exposed until records are intentionally uploaded and linked.

Sienna
KPI Card
Document VaultReady
Immunization RecordsPending upload
School / Medical / ID RecordsStage here
Renewals + RemindersTrack
Brody
KPI Card
Document VaultReady
Immunization RecordsPending upload
School / Medical / ID RecordsStage here
Renewals + RemindersTrack
Family Open Items
Track
Follow-ups, appointments, annual forms, insurance, school, travel, and medical reminders can be staged here.
Family Document Vault
Sienna Records
Ready to Build
Immunization RecordNot uploaded
Birth Certificate / IDNot uploaded
Medical / DentalNot uploaded
School / Activity FormsNot uploaded
NotesAdd as needed
Brody Records
Ready to Build
Immunization RecordNot uploaded
Birth Certificate / IDNot uploaded
Medical / DentalNot uploaded
School / Activity FormsNot uploaded
NotesAdd as needed
IW FINN Intelligence

The IW FINN intelligence structure from iwfinn.com, organized under Creation Intelligence, Managed Intelligence, and Protection Intelligence. Market models such as CBOE, FRED, Yahoo, SEC/EDGAR, buy signals, hedges, and allocation roll up under Managed Intelligence — they are not separate platform pillars.

Daily Intelligence Summary
Rate + Rotation Added
Interest Rate / RotationHigh-rate pressure
Inflation + ConsumerConsumer caution
Current TiltQuality + short Treasuries
Daily Action View
Click Any KPI
Each intelligence KPI below now opens a daily information panel with current read, watched inputs, and next action.
Daily Summary Placement
Included
Rate/rotation and inflation/consumer stress are now part of the dashboard daily summary and Market Intelligence click-through.
Model Detail
Market Orchestrator

Coordinates the full IW FINN intelligence suite across Creation, Managed, and Protection Intelligence.

Status
Live
Cadence
Daily
Output
Signal
IW FINN Intelligence Stack
Rate + Rotation Daily Card
High-Rate Pressure
Rate Regime10Y unavailable / 30Y 5.10%
CreditCalm spreads
Bond SleeveFavor SGOV / BIL / SHY
Watch OnlyLong duration / TLT
Equity TiltXLP · XLV · XLE · XLF
Underweight WatchXLU · XLRE · XLY
Daily rate/credit/sector model is now feeding this card. It updates from FRED rates, credit spreads, bond ETFs, and sector ETFs; it is guidance only, not trade execution.
Inflation + Consumer Stress Daily Card
Consumer Caution
Stress Score5 / 11
Core PCE YoY3.20%
CPI YoY3.78%
Unemployment4.30%
Savings Rate3.60%
Consumer WatchSentiment 53.3
Daily inflation/consumer layer now tracks whether high rates are turning into recession risk: inflation, wages, retail sales, jobless claims, savings, credit-card loans, delinquencies, and consumer sentiment.