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The Rask dashboard is your personalised mission control. It’s designed to give you a high-trust snapshot of your financial life and the clearest next action you can take.

The sidebar now uses simpler top-level destinations instead of nested dropdowns. As a client user, the main rail is grouped into:

  • Your workspace: Dashboard, Plan, Vault
  • Explore: Invest, Discover, Tools, Learn, Community
  • Account and Log out below that

Each of the hub destinations opens a page that explains the area and links to the relevant tools, rather than hiding those links inside the sidebar.

What’s on your dashboard?

Your dashboard is divided into a few focused areas. If you’re brand new to Rask, you’ll first see an onboarding view that helps you complete the most important first steps. Once those steps are done, the dashboard switches to your returning-user view with your wealth summary, latest Rask research, and fast actions.

1. Your setup panel

If your onboarding is still in progress, the top of the dashboard becomes a guided setup panel. It shows:

  • a welcome hero with your next required step
  • a dedicated Your first three steps progress panel on the right
  • a wealth snapshot
  • quick actions that help you keep moving
  • the latest Rask podcasts and research below the setup area

The three steps are designed to add value early without long forms:

  1. Set your goals — tell Rask what you’re working toward so we can shape the roadmap.
  2. Create a watchlist — track the markets and ideas you care about (jumps you to your Watchlist).
  3. Track your net wealth — add an asset or liability so your dashboard shows where you stand today.

Each step is detected automatically — if you’ve already done one of them (for example you completed the Fact Find earlier and Rask already has wealth entities for you), it will show as Done straight away. The setup panel stays pinned above your widgets until all three are complete.

2. Your wealth summary

Once your core setup is complete, the dashboard shows a clear wealth summary at the top of the page. This includes your net wealth, monthly net position, and savings rate.

If Rask does not have enough information yet, use the dashboard actions to add or update your wealth details.

The universal search bar now lives in the top-right of the private app shell. It still opens the same search dialog and keyboard shortcut (⌘/Ctrl + K), but the shell is more compact and leaves the page title area less crowded.

4. Latest research

Returning users see a compact latest research panel beside the main dashboard summary. It focuses on recent Rask articles and market news so you can quickly jump into what’s new.

5. Latest from Rask

The dashboard also includes a Latest from Rask section for recent podcast episodes. It appears for both onboarding and returning users.

6. Quick actions

A horizontal strip of one-tap buttons to help you “do something” instantly:

  • Update portfolio: Keep your portfolio details current.
  • Add watchlist: Track a new stock or ETF.
  • Upload document: Share files securely with your adviser.
  • Connect bank: Link your accounts for cashflow.
  • Set goal: Add or update goals in your Plan.
  • Update finances: Refresh your financial details.

Pro tips for investors

  • Check the dashboard regularly: Land on the dashboard once a day to see your wealth position and latest Rask insights.
  • Finish the first 3 steps: If you see the onboarding setup panel, complete those steps first. That unlocks a more personalised dashboard.
  • Use the quick actions: Don’t dig through menus — if you need to upload a tax return or message us, start from the dashboard actions.
  • Follow the Momentum: If your “Monthly Net” is green, you’re building wealth. If it’s red, it might be time to check your Cashflow details.