▶What to do nextyour priorities — highest impact first
◆Portfolio scorecard
where you're strong, where the levers are
AWhere you standeverything you own & owe, and how it's allocated
G1Movement since last sync
green = wealthier · less debt · less idle cash
G2Net worth by class
G3Net worth & liabilities
G4Liquidity profile
how fast you could raise cash
G5Allocation vs target — what to rebalance
bar = current weight · marker = target
BWhere it's headingtrajectory, momentum & what you hold
B0Net-worth trajectory · what-if
a scenario, not a promise — drag the sliders
Shaded band = the same plan at ±2% annual return. Dashed line = your target. Assumes you keep contributing monthly and reinvest returns.
I1Movement since last sync
your holdings only
I2Investments — value over time
I3Performance & quality
I4Return by holding
profit ÷ cost · what each fund actually earned
I6Contribution to gains
who drove the profit
I7Investments by holding
I8Holdings — composition over time
stacked value · share shift since start below
I9Positions
click a header to sort
★Read on your portfolio