Overview
Your financial life on one screen · cashflow, debt, portfolio & planning
Portfolio Allocation vs Target
Financial Freedom Progress
—
years to freedom target
Monthly Cashflow Summary
Debt Paydown Status
Personal Action Roadmap
Personal Portfolio
Taxable & personal accounts · Holdings, cost base & allocation
💡 Target: STRC 25% · SATA 15% · US ETFs 20% · Commercial RE 15% · Bitcoin 10% · Gold 10% · Cash 5%
| Asset | Category | Units | Price | Value | Cost Base | Gain/Loss | %Portfolio | DRIP |
|---|
Target vs Actual Allocation
Cashflow Analysis
Personal income, living costs & investable surplus
Income
Fixed Expenses
Child Support & Quarterly Expenses
Investment Contributions
Monthly Summary
Expense Inflation Projection
Debt & Loans
Payoff tracker, loan analyser & interest cost optimiser
⚠️ Pay high-interest debt first. Once cleared, roll repayments into investing — never inflate lifestyle.
Add / Update Debt
Total Debt Outstanding
$0
Monthly Interest Cost
$0
| Debt | Type | Original | Balance | Rate | Payment | Payoff | Progress |
|---|
Amortisation Schedule
Better Loan Analyser
Compare your current rate against a lower rate — see exactly how much you could save.
Tax & Documents
Effortless tax return prep · Secure document vault
Tax Return Preparation
💡 No more hours sorting tax receipts. Collate all income, deductions and receipts here — ready for your accountant.
Income
Deductions
Tax Receipt Log
| Date | Description | Category | Amount |
|---|
Document Vault
🔒 Save details of your important documents here — accessible anytime by you and your financial advisor.
| Type | Name / Reference | Date | Notes |
|---|
Freedom Plan Projections
How much you'll need · How much you'll have · How to get there
Projection Inputs
Settings & Profile
Strategy parameters, risk profile & data management