Love our systems and want to understand how it works? We’ve broken down all of the parts that make up each dashboard so that everyone has the ability to deconstruct, re-create, and extend their dashboards as they wish.
What’s In This Section?
Each dashboard has a primary functionality that it fulfills, and breaks down into sub-sections to fulfill that use-case. Each section serves one core functionality via multiple views and / or widgets.
Core Functionality
Get a better understanding of new investment opportunities and keep track of your investment portfolio using your watchlist.
Sub-Section 1: Investment Portfolio
To manage your investment portfolio effectively, it's important to keep track of your transactions, monitor performance, and regularly review it. By doing so, you can stay informed of your investments, track your progress towards your goals, and make informed decisions.
Sub-Section 2: Investment watchlist
If you're looking for trading or investment opportunities, you can keep track of the stocks and funds that catch your interest here.
Sub-Section 3: Types Of Investments
When contemplating an investment, it's crucial to conduct thorough research beforehand to familiarize yourself with the topic. Sample articles are provided here to use as a guide.
What’s Next?
Fast Track Your Mastery
Learn the principles behind our systems with our 4-week boot camp designed to help you go from zero to hero with being intentional and gamifying your life.
If you'd like a personalized approach, we offer 1-on-1 support with setting up your system from scratch and customization of your system to fit your unique life.
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