Wealth Knowledge Base: Dashboard

Get Started with Your Hoarding Wealth Dashboard

Your Dashboard is the first thing you see every time you log in — and that’s on purpose! It’s your daily starting point: a quick, motivating overview of your wealth progress, plus clear next steps so you always know exactly what to do.

It’s easy to get started — let’s walk through the basics in under 2 minutes.

What You’ll See Right Away

1. Your Personalized Welcome At the very top: a friendly message just for you (something like “Ready to build wealth today?”). This sets the positive tone and reminds you why you’re here.
2. Wealth Snapshot Cards Five colorful cards show your current status at a glance:
   • Monthly Decision Score™
   • Wealth Personality
   • This Month’s Focus
   • Goal Momentum
   • Learning Streak Click any card to go straight to that section (e.g., click “Wealth Personality” → jump to the assessment).
3. Progress & Money Overview Scroll down a bit and you’ll see three progress bars:
   • Overall Wealth Progress
   • Money Talk (saved/invested + debt paid)
   • Goal Check (estimated time to your main goal) Hover over the little “i” icons for quick explanations.
4. Next Best Actions Three clear suggestions appear just for you — things like:
   • “Review this month’s budget”
   • “Continue learning”
   • “Clarify your next step” These are personalized based on where you are right now.
5. AI Wealth Coach & Community On the right side (or bottom on mobile):
   • Chat with your AI coach anytime
   • See quick community wins and ways to join in

Quick Navigation Tips

Top Menu (horizontal bar): Quick links to Home, Dashboard, Knowledge, and Journey.

Left Sidebar (always visible on desktop, tap the menu on mobile): Jump instantly to:

• Wealth Profile
• My Budget
• Wealth Knowledge
• Visual Wealth Journey
• Calculators
• Wealth Community and more.