▶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
G6Wealth engine — what's driving your net worth
market gains vs your own saving · milestones ahead at your current pace
G7Contribution engine — what your monthly investing becomes
income, loan & investing you give it · not in your sheet
G8Rebalancing progress
is your drift from target actually shrinking, sync to sync?
BInvestment portfoliothe part that's actually invested & moving
I1Movement since last sync
your holdings only
I2Investments — value over time
I3Performance & quality
I4Return by holding
profit ÷ cost · what each fund actually earned
I11Fund overlap
how correlated your holdings really are — are you making one bet or several?
I12Diversification trend
spreading out or concentrating, sync to sync
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