Overview
Your financial snapshot
Assets
All assets in one place
—
Allocation
Total
Breakdown
Portfolio
Fund allocation & drift tracking
—
Not synced yet
Drift Summary
Allocation
Holdings
Rebalance
Contribution & rebalancing calculator
Projections
Long-term wealth modeling
Nominal future value
—
Inflation-adjusted
—
Total contributed
—
Nominal market gains
—
Assumptions
% quarterly
Stress Events
Growth Chart
Nominal
Real
w/
events
No
investment
Per-Asset Return Assumptions
Goals
Track progress toward your life milestones
NW vs Goal Targets
Life Planner
Click to select · type to edit · arrows to navigate · Ctrl+C/V ·
Ctrl+D fill-down
Net Worth Trajectory
Income vs Expenses
Life plan
Life Timeline
Projection Table
click net worth or income to override ·
dbl-click to clear
Settings
Investment Gains
Track returns across all investment accounts
Financial Rank
See how you compare to peers your age
Settings
Configure your workspace
Privacy & Visibility
Hide all numbers
Applies to every tab across the entire
app
Hide dashboard widgets
Collapses metrics, charts & goal bars
on Overview
Hide net worth
Overrides the dashboard toggle for the NW
value only
Appearance
Currency
API Keys
Data Management
Archived Tabs
Snapshot
History
Daily
Snapshots
Sidebar Order