My Financial Dashboard

Your goals, scenarios and saved calculations in one workspace. No signup, no cloud sync — everything is stored in this browser and you can export or erase it at any time.

Privacy-first: financial values never leave your device

Financial goals

No goals yet. Add one and we'll suggest the calculators that move it — everything stays on this device.

Your calculators

Pinned

Nothing pinned yet — use "Pin to dashboard" on any calculator page.

Scenario library

Save "Option A" and "Option B" on any calculator, then compare them side by side here.

No scenarios saved yet. Run a calculator and choose "Save scenario" under the results.

Recent calculations

View all saved

Nothing saved yet. Tap "Save" under any calculator's results.

Financial timeline

  1. Today

    • Run a calculator and save it to build your timeline.
  2. Retirement

    • Review your projected income replacement against 70–80% of today's pay.
    • Decide a Social Security claiming age — benefits grow about 8% per year of delay to 70.
    • Plan the withdrawal order: taxable, then tax-deferred, then Roth.

Dashboard report

A printable summary of your goals, scenarios, recent calculations and Smart Assistant guidance. Generated in your browser — it never touches our servers.

Your data, your device

  • Goals, scenarios and saved calculations are stored in this browser's local storage only.
  • No account is required and no financial value is ever sent to our servers or to analytics.
  • Clearing your browser data, or the button below, permanently erases this workspace.