Dashboard
Complete household financial picture
Financial health score
FIRE progress
Monthly cash flow
Profile & Assumptions
Household data and planning assumptions — shared across all modules
Household
Planning assumptions
Derived snapshot
Income & Equity
Income sources, equity grants, and savings allocations
Income — gross to net
Income sources
| Source | Cat | Freq | Amount | Mo. equiv | Pre-tax | Fed% | State% | FICA% | Net/mo | Taxable | Notes |
|---|
Equity & RSU grants
| Company | Type | Grant date | Shares | Vest type | Cliff | Duration | Vested | Remaining | Price | Total value | Vested value | FIRE |
|---|
Upcoming vesting events
Savings allocation — monthly contributions
Tracks where new monthly savings are going. For current holdings, use Portfolio Holdings.
| Account | Category | Contrib. type | Monthly | Annual | Employer match | Tax treatment | Asset type | FIRE | Notes |
|---|
Budget & Expenses
Monthly household spending classified by type and priority
Monthly expenses
| Item | Category | Type | Priority | Monthly | Annual | Notes |
|---|
By expense type
By category
Priority summary
Debts
Obligations, payoff optimizer, and invest-vs-pay decision support
Debt accounts
| Name | Balance | APR | Min payment | Extra | Type | Interest type | Tax ded. |
|---|
Payoff optimizer
$500
Total balance
—
Weighted APR
—
Payoff date
—
Total interest
—
Interest saved
—
Monthly payment
—
Pay down vs invest
7.0%
Portfolio Holdings
Current investment positions — what you own, what you paid, and how they're performing
Allocation by asset category
Allocation by account
Top holdings by value
Holdings
| Account | Category | Ticker | Name | Qty | Purchase date | Avg cost | Current price | Cost basis | Current value | G/L ($) | G/L (%) | FIRE | Notes |
|---|
FIRE Tracker
Financial independence progress — powered by portfolio and savings data
FI progress
Key metrics
FIRE goal method
FIRE-eligible assets vs FI goal
Milestones
Net Worth Timeline
Projected wealth accumulation using current holdings, savings, and planning assumptions
Net worth projection (30 years)
Balance sheet
Milestones
Liquidity snapshot