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.
Keep your portfolio updated so you can monitor your investments and make buying and selling decisions based on your rules.
Sub-Section 1: Unrealized Gains
View and track the progress of your current investments here.
Sub-Section 2: Roboadvisor
To make informed investment decisions, it's important to keep track of the current value of your portfolio and get a good overview of investment recommendations based on your goals and risk tolerance. Roboadvisor can help with this.
Subsection 3: Realized Returns
Assess how your actual returns have performed, taking into account both gains and losses.
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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