Your Home Dashboard: a complete walkthrough

Everything you need to know to navigate, read, and act on the information you see the moment you log in.

1. Finding your way to the dashboard

   The Home Dashboard can be easily accessible from anywhere on the website by clicking the Home Icon in the the top left side bar or clicking the Home Icon in the Page Breadcrumbs.

   

2. Reading the Summary Cards

   At the top of the Home Dashboard, four summary cards show some important metrics.

   Total Assets - This is the accumulative sum of all your assets

   Total Liabilities - This the accumulative sum of all your debt

   Total Income - This is the accumulative sum of all our income

   Total Expenses - This is the accumulative sum of all your yearly allocated expenses

   

3. Exploring the Overview Charts

   In the Overview Tab, you get a projection of the accumulative sum of all your Net Worth (Assets - Liabilities), Assets, Liabilities, Income and Expenses. This uses all your inputted data such as total shares, property value, mortgages, projected growth rates, projected average inflation just to name a few!

   Each chart has a hover tooltip to showcase the projected value at that specific point in time as well as a shortcut to the breakdown page of each data type

   

   Because everyone's situation and approach is unique, there is a Details Tab which lets you visualize the breakdown of the data, presenting it as a pie chart and table. This lets you see the information from a different angle and lets you drill down into lower categories.