Hello and welcome!

You've taken an essential step towards understanding your own wealth and preparing for the future. This platform is designed to help individuals like you to evaluate their current financial status and organise themselves around it to build a better future.

The Knowledge Hub contains information about what lies behind the analysis you see as well as how to interpret the figures presented.

Check out the pages below and learn a little more about the system.

<aside> <img src="/icons/info-alternate_red.svg" alt="/icons/info-alternate_red.svg" width="40px" /> To access this board efficiently, you should have a basic knowledge of ***How To Use Notion.*** However, if you are new to this tool, feel free to use the link to learn Notion in less than 10 minutes.

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<aside> <img src="/icons/info-alternate_green.svg" alt="/icons/info-alternate_green.svg" width="40px" /> This view showcases all your financial accounts. It has 4 elements:

  1. Account Name → Signifying the name of your Financial Account
  2. Account Type (Trading, Savings, Lending, Checking) → Signifying the Type of the Financial Account
  3. Account Value → The value or balance the Financial Account holds.
  4. Value Percentage → The percentage value holding in each financial account w.r.t the Total Funds you hold. </aside>

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<aside> <img src="/icons/info-alternate_green.svg" alt="/icons/info-alternate_green.svg" width="40px" /> To help you manage your accounts, we have added quick access buttons using which you can easily add new accounts.

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<aside> <img src="/icons/gear_green.svg" alt="/icons/gear_green.svg" width="40px" /> Quick Access - Financial Accounts

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<aside> <img src="/icons/info-alternate_green.svg" alt="/icons/info-alternate_green.svg" width="40px" /> This view showcases all your Total Net Worth, Total Assets and Liabilities and Total Amount of Liquid Funds. It has 4 elements:

  1. Title → Signifying Total Net Worth, Total Assets and Liabilities and Total Amount of Liquid Funds
  2. Amount → Signifying the Wealth
  3. Percentage → The percentage w.r.t Total Net Worth
    1. Since everything is w.r.t the net worth, hence Net Worth equals 100% while others are parts which forms the entire net worth. </aside>

<aside> <img src="/icons/gear_green.svg" alt="/icons/gear_green.svg" width="40px" /> Quick Access

Knowledge Hub

Manage Financial Accounts

Total Wealth

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<aside> <img src="/icons/info-alternate_green.svg" alt="/icons/info-alternate_green.svg" width="40px" /> The quick links help to easily navigate through different elements and help manage your wealth

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