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.
Calculate how much more money you can invest based on the capital you have available.
Sub-Section 1: Investment Holdings
To gain insight into your investments, it is recommended to review a summary of your assets and how they are performing.
Sub-Section 2: Allocate Funds
Make sure to keep track of where your fund distributions are going by keeping a record of them. This will allow you to easily monitor where they have been allocated.
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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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