Who is this dashboard for?
We'll use this to personalize the hero section and retirement calculator
Real Estate
Add each property. For mortgages, enter current balance (not original). Leave balance at $0 if owned free & clear.
Investment Portfolio
Add all investment accounts. For private equity, enter estimated current value and annual distributions.
Cash & Bank Accounts
Checking, savings, money market — any liquid cash accounts
Annual Income Sources
Enter gross annual amounts. Rental income from properties you entered will be added automatically.
Ready to generate!
Your personalized dashboard will download instantly — open it in any browser
A complete interactive .html file · No account needed · Works offline