๐ Current Status Portfolio
See your full financial life.
Enter your real situation.
Know what to do next.
A real-data financial management application. Create an account, add your own institutions and accounts, then the dashboard calculates your portfolio, protection status, and cashflow readiness.
Whole-life dashboard
Input-first cash management
Protect โ Grow โ Cash Flow
Main Dashboard
As of Jun 30, 2026
1. Current Financial Status
See your full financial situation before setting new targets
๐งญ Next Action View
What needs attention now
2. Goal Setting
Centralize currency-based targets by purpose
Goal Input
Decide what you want to save, in which currency, and why
Each goal connects a currency target to a real life purpose: protection, mobility, growth, or future cash generation.
Currency-Based Target Portfolio
Targets grouped by currency and purpose
3. Protect + Cash Management Layer
Track required-currency savings before showing detailed cashflow
Cash Portfolio Calculator
Total cash amount by required currency
This is the main portfolio view for the Protect layer. It groups all saving accounts by currency, compares each currency against next bills, and shows whether the user has enough cash before looking at detailed inputs.
Input Areas
Choose one cash-management input at a time
Keep the dashboard clean. Add life context, financial institutions, fixed expenses, or upcoming payments separately. The outcome is calculated after each input.
Life Situation
Determine which currencies the user actually needs
These answers decide the required protection currencies. This is not preference-based; it is based on where the user lives, earns, travels, and has obligations.
Financial Institutions
Add saving accounts by institution and currency
This creates the total saving calculator. Each account is grouped by currency and compared against upcoming payments entered in the separate payment section.
Connected Saving Accounts
Fixed Expenses
Add recurring costs by currency and frequency
Fixed expenses estimate the monthly cashflow requirement for each currency.
Income
Cash in to an existing financial institution
Select an existing saving account, then add income or transferred cash. The balance will increase inside the matched financial institution.
Income History
Upcoming Payments
Add the next bill or scheduled obligation
Upcoming payments are compared against saving accounts in the same currency so the user can see if payment is safe.
Required Currency Intelligence
Why these currencies matter
Fixed Expenses
Recurring cash commitments
Upcoming Payments
Next obligations by currency
Currency Financial Flow
Estimated monthly flow by currency
Protection Details
Cash protection metrics and bucket recommendation
4. Wealth Portfolio
Build wealth through stocks, crypto, and long-term assets
5. Wealth Growth & Future Cash Generation
Track whether assets can create future income
Total Portfolio Value
Asset Allocation
Balanced for protection and growth
Monthly Income vs Expenses
Financial Freedom Ratio
5. Intelligence & Decisions
Turn current status into better next actions
Monthly Reflection
Stay consistent
Small actions today create future financial freedom.
Review your plan, track your progress, and make better decisions every month.