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Reading Your Dashboard

A breakdown of every metric card, chart, and section on the main dashboard.

Dashboard overview

Your dashboard gives you a real-time snapshot of your path to financial freedom.

Freedom Progress Ring

The large ring at the top shows your current monthly passive cashflow as a percentage of your Financial Freedom Number. The number inside is your progress — when it hits 100%, you've reached financial freedom.

Below the ring you'll see:

  • Estimated Freedom Date — projected based on your current cashflow growth rate
  • Monthly Cashflow — total net cashflow from all your investments
  • Freedom Number — your target (set in Settings)

Metric Cards

| Card | What it shows |

|---|---|

| Total Portfolio Value | Sum of all your investment amounts |

| Monthly Cashflow | Net passive income across all investments |

| IBC Cash Value | Total cash value across all policies |

| Credit Card Debt | Total outstanding balance |

Top Investments

The three investments contributing the most monthly cashflow. Click any row to view full details.