Your dashboard brings your finances, tasks, goals, learning and investments together. Open a card or use its arrow to continue in the full tool.
See your finances
The summary cards show your recorded net worth, estimated monthly cashflow surplus and selected portfolio value. On a phone, tap a summary card to expand its details. Use the down arrow to return to your dashboard.
Net worth uses your recorded assets and liabilities. Where comparison history is available, the summary shows the movement over 30 days. This includes assets and liabilities you add or update; it is not an investment return.
Budget uses your Financial Profile income, tax estimate and expenses. It is a monthly estimate, not a summary of bank transactions. Update your Financial Profile when your circumstances change.
Choose a portfolio in Portfolio snapshot to change the portfolio shown in both the summary and detail cards. The chart shows its recorded value over the past year. Value history includes money added or withdrawn and is separate from the recorded profit or loss. Missing history or prices are shown clearly rather than estimated.
Pick up where you left off
Jump back in prioritises your unfinished courses, then uses your saved or followed content and recent articles or podcasts. Your learning offers up to three courses to continue or explore.
Use Your tasks to complete a task, open its details or add another with the plus button. Your goals opens your Vision board goals. A goal with an amount or measurement target shows In progress; a goal without one shows No target. On a phone, use the tabs to switch between tasks and goals.
The Ultra card shows the next published meetup and the latest published Ultra research or insight. Empty feeds are labelled clearly. If you do not have Ultra membership, Join now opens your membership options.
Follow your investments
Choose a watchlist tab to see its first five companies or ETFs. Search within the card to add an investment. View all opens the complete watchlist, and the plus icon opens the new-watchlist form.
Journal shows your recent investment notes and whether a public version has been shared. Add a note with the plus button. You choose whether to keep it private or share it with the community.
Key markets shows index prices, recent changes and price history where available. Prices may be delayed; missing prices appear as a dash. Member discussion shows public notes about investments you hold or watch.
On a phone, tap an investing card’s heading to expand it. Close the expanded card to return to the stack.
Read, listen and save
Find saved courses, personas, articles and podcasts in Your favourites. Use the heart on a card or its detail page to save or remove it. Select Go to saved to see your collection. Saving a course keeps the link handy; it does not enrol you or change your membership access. The lower sections offer recent insights and podcasts; use the podcast category tabs to narrow the episodes shown. Swipe or scroll a row to browse more cards.
Choose what appears
Use the eye button beside the date to hide personal amounts, goal progress and financial charts. Public market prices remain visible. Hiding amounts changes the display; it does not remove your data.
Select Customise dashboard, then use Hide section or Show section. Hidden sections stay greyed out while you customise. Select Done when you have finished. Your choices are saved for your account in this browser.