Member dashboard preview

See what your dashboard could look like

This is a preview of the personalized dashboard members unlock after connecting accounts and completing onboarding. Every number and chart below is illustrative sample data — not your real account information — and nothing on this page is personalized financial, investment, tax, or legal advice.

Category 1

My Money

A snapshot of where your money stands today — net worth, cash on hand, investments, and debt, all in one place.

Sample data
  • Net Worth Sample
    $128,450 Up from a year ago (illustrative trend)
  • Cash Sample
    $18,900 Across checking & savings (sample)
  • Investments Sample
    $96,200 Brokerage & retirement (sample)
  • Debt Sample
    $13,650 Cards & loans combined (sample)
Category 2

My Future

How your current path might translate into retirement — projections, income, Social Security, and estate basics.

Sample data
  • Retirement Projection Sample
    Based on a hypothetical savings rate
  • Retirement Income Sample
    $3,180/mo Illustrative estimated income (sample)
  • Social Security Sample
    $1,940/mo Illustrative estimate at full retirement age
  • Estate Needs attention
    No beneficiaries on file (sample) Illustrative checklist status
Category 3

My Investments

A closer look at your holdings — overall portfolio performance, dividend income, risk level, and how it's allocated.

Sample data
  • Portfolio Sample
    $96,200 Illustrative year-to-date trend
  • Dividend Sample
    $1,240/yr Illustrative income received (sample)
  • Risk Moderate
  • Asset Allocation Sample
    • Stocks 62% (sample)
    • Bonds 28% (sample)
    • Cash 10% (sample)
    Stocks 62% · Bonds 28% · Cash 10% (sample)
Category 4

My Protection

How well your plan guards against the unexpected — insurance coverage, long-term care readiness, and emergency savings.

Sample data
  • Insurance On track
    Life & disability coverage active (sample) Illustrative coverage summary
  • Long-Term Care Needs attention
    No coverage on file (sample) Illustrative coverage summary
  • Emergency Fund Sample
    Target: 6 months of expenses (sample)
Category 5

My Education

Learning picked for where you are right now — personalized courses, articles, videos, and a self-guided tutor to ask questions.

  • Personalized Courses

    A suggested learning path built from topics you've viewed, starting with the library's core lessons.

    Browse the library →

  • Articles

    Plain-language reads on budgeting, investing, retirement, and more from the full learning library.

    Explore articles →

  • Videos

    Coming soon

    Short, self-guided video lessons that walk through key concepts visually.

  • Financial Tutor

    Coming soon

    Ask your own questions and get plain-English, self-guided explanations in the moment.

Category 6

My Plan

Your goals turned into next steps — track progress, work through action items, and see how far you've come.

Sample data
  • Financial Goals Sample
    $16,000 of $40,000 goal (sample)
  • Action Items Sample
    • Set up emergency fund auto-transfer
    • Review beneficiaries on retirement account
    • Compare long-term care coverage options
  • Progress Tracking Sample
    Across all goals & action items (sample)
Unlock your real dashboard

This preview uses sample data — your real dashboard starts with learning

Connect accounts and complete onboarding after you've built some foundation in the self-guided library, and this view fills in with your own numbers. No advice, no pressure — just a clearer picture of where you stand.

Start Learning