FINANCIAL COMMAND CENTER

Overview

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Net worth—Assets minus liabilities
Total assets—— accounts
Liabilities—Tracked obligations
Investable portfolio—— holdings
TRAJECTORY

Net worth over time

MIX

Asset allocation

POSITIONS

Largest holdings

SymbolValuePriceQuantity
READINESS

Retirement snapshot

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Calculating…

Your projection uses portfolio values and saved assumptions.

Hypothetical model output, not a guarantee.
MONTE CARLO

Portfolio range by age

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Shaded outcomes are represented by 10th, 50th, and 90th percentile paths from seeded simulations.

ASSUMPTIONS

Plan inputs

MODEL LIMITS

What Phase 1 includes

HYPOTHETICAL TRADE

Buy / sell scenario

No order is sent to a broker. Taxes, spreads, and slippage are excluded.

RESULT

Portfolio impact

Run a scenario to compare portfolio value, cash, and concentration.
SAVED

Recent scenarios

NIRVANA AI

Financial research chat

Skills
Nirvana

Ask for a stock trend, company research, or an explanation grounded in your saved financial context.

Educational research only. Automated outputs may be incomplete or wrong.
MANUAL ACCOUNT

Add an asset

MANUAL LIABILITY

Add a debt

CONNECTED DATA

Accounts and liabilities

Manual
CSV BACKUP

Import holdings

Upload holdings without connecting a financial institution. Existing account + symbol rows are updated.

Download CSV template