Product Documentation
Guides and references for customers using FI Tracker
Documentation
Your Dashboard
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Fi Dashboard
Think of the Fi Dashboard as your mission control. Every account, asset class, and currency you hold rolls up into a single live view that you can check from anywhere.
Dashboard
Bank Connections
Connect your real accounts with Plaid to keep balances up to date automatically. This is read-only—no transfers are initiated.
Linked institutions
No linked institutions yet.
Plaid connections are disabled in preview mode.
Net Worth
Snapshot of balances and cash flow
Asset mix
+ 1 more categories
Liabilities snapshot
Monthly income
$12,500
Monthly spend
$7,900
Essential $5,200 · Discretionary $2,700
Investable
$3,600
Savings rate 29%
Allocation idea
Deploy $2,160 toward growth theses and keep $1,440 in safety nets.
Spend check
Trimming discretionary spend by 10% advances FI by ~6 months without lifestyle drag.
Recent Alerts
Moves across holdings (last 24h)
FI Journey
Measure progress and momentum toward each milestone.
Progress
100%
Goal reached 🎉
Current Capital
$650,000
Target $650,000
Monthly Investing
$0
Scenario contribution
Projected FI Income
$2,166.667/mo
Projected age 29.0 · year 2018
Covers a minimalist lifestyle with room for extended sabbaticals every few years.
All Accounts, One Screen
- Multi-asset coverage – Equities, crypto, cash (USD and other currencies), private equity, and business holdings are all counted in your net worth.
- Institution-aware – Copilot keeps each position tied to the right brokerage, exchange, or wallet so you always know where assets live.
- Instant answers – Ask “Where am I today?” and Copilot returns your total assets, liabilities, and current net worth without leaving chat.
Update on Your Terms
- Manual refresh – Tap “Refresh balances” whenever you want to pull the latest pricing and balances. Ideal when you’ve just executed a big move.
- Hands-off mode (coming soon) – Opt into automatic daily updates to keep the dashboard current even when you’re heads-down on other work. You’ll get a heads-up when new refresh options land.
Anomaly Alerts
- Recent Alerts card – The top of the dashboard now includes a compact feed that highlights the latest abnormal moves across your holdings (last 24 hours). Positive moves show an up arrow, drawdowns show a down arrow, and each entry includes the % move, time window, and when it triggered.
- Asset-level badges – In the Assets table, any position with an active alert shows a severity badge (info/warn/critical) plus the move’s “Δ vs 4h ago” style context and timestamp. No badge means everything is within normal bounds.
- Telegram notifications – Link your Telegram account once and you’ll get the same alerts pushed daily, so you don’t need to log in to stay informed.
Projection Functionality
- Model your FI journey – Adjust key variables like savings rate, expected returns, expenses, and retirement age to see how they impact your path to financial independence.
- Interactive scenarios – Test different approaches in real-time—what if you increase your savings by 10%? What if you retire five years earlier? The dashboard shows you the numbers instantly.
- Goal alignment – Compare your current trajectory against your FI targets and identify which levers have the biggest impact on reaching your goals.
Why It Matters
- Spot allocation drift quickly—see how much of your net worth sits in each asset class and use Copilot to explore rebalancing ideas.
- Travel or work across currencies? The dashboard normalises everything to USD so you can compare apples to apples.
- No more tab-hopping between brokerages. Copilot consolidates the data so you can spend time making decisions, not collecting numbers.
- Make informed decisions by visualizing how changes to your financial strategy affect your FI timeline and outcomes.