Family Wealth

Family Wealth

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Total Net Worth

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Stocks

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Real Estate

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Cash

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Crypto

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Asset Breakdown

Portfolio Allocation

Exchange Rate

₦ per $1 · Used to convert to USD

₦0

Adjust the exchange rate above and all values across the dashboard update instantly.

All Holdings

Asset	Class	Value	Return

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Total Savings Progress

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🏡

House Fund

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🎓

Education Fund

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Monthly Contribution

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House + Education

House Target Date

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At current pace

Education Target Date

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At current pace

Milestone Timeline

House Fund — 50% milestone

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Education Fund — fully funded

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House Fund — fully funded

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Admin Panel

All edits save directly to Google Sheets and refresh the dashboard instantly.

📊 Your data lives in Google Sheets. Click any card below to edit, or update directly in the sheet:
→ Open Google Sheet directly

📊

Asset Values

Update stocks, real estate, cash and crypto totals with latest values

📋

Holdings

Add individual positions, properties, and accounts to your portfolio

🎯

Savings Goals

Update house and education fund progress and targets

⚙️

Settings

Exchange rate, monthly contributions, and target completion dates

📊 Open Google Sheet

Asset Values

Enter current total market values in USD for each asset class

Stocks (USD)

Stocks Change %

Real Estate (USD)

RE Change %

Cash (USD)

Cash Change %

Crypto (USD)

Crypto Change %

Add Holding

Add an individual asset to your holdings list

Asset Name

Type

Value (USD)

Change %

Savings Goals

Update your current savings progress and targets

House Fund

Amount Saved (USD)

Target (USD)

Education Fund

Amount Saved (USD)

Target (USD)

Settings

Configure exchange rate, contributions, and target dates

USD/NGN Rate

Monthly Contribution (USD)

House Target Date

Education Target Date