Wealth Knowledge Base: Quick Financial Overview Cards

Your Daily Snapshot in Seconds

This cards — shows 5 key numbers at a glance right at the top of your Dashboard. Most update automatically as you use the app, so you can see your progress instantly without digging into menus.

What Each Card Means

1. Monthly Decision Score™ Your score out of 100 shows how well your daily financial choices align with your long-term goals. Higher scores mean you're making smarter moves. If it shows "—/100" with "Save progress to generate," complete more of your profile or budget to unlock your score.
2. Wealth Personality This card displays your personalized wealth-building style (e.g., "The Strategist" or "The Protector") based on your profile and choices. If it says "Not set," click "Take assessment" to answer a few quick questions and unlock your type.
3. This Month’s Focus Your current high-priority focus area (e.g., "Build Emergency Fund" or "Pay Down High-Interest Debt") tailored to your goals and progress. When it says "Not set," complete more of your profile or save progress to generate one.
4. Goal Momentum Tracks how many of your big goals (like "Protect Family" or "1 Million Dollars") are actively moving forward. It shows examples like "Protect Family" with "Goals in motion" — click to view or update your goals.
5. Learning Shows your current learning streak (e.g., "1 day") to celebrate consistent growth. Keep reading articles or exploring resources to build your streak higher.