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Your Dashboard

The dashboard is the first thing you see after logging in. Quick actions sit at the top, four key numbers beneath them, then your progress toward your freedom target and the trends behind it.

How to use it

1. Use Quick Actions to add an investment, add a policy, or open your AI Advisor in one click.
2. Read the four key numbers: Total Capital Deployed, Monthly Cashflow, IBC Cash Value, and Next Stack (paychecks until your next deployment). Hover any of them for exactly what is included.
3. Check Freedom Target Progress for your passive income against your goal and the projected date you close the gap.
4. Switch Net Worth Over Time between 1 month, 3 months, 6 months, 1 year, or full history.
5. Compare Portfolio Breakdown (allocation by type) with the 12-month Cashflow Projection.