One place to decide what to do next with your money.
The project had multiple promising modules but no shared entry point. This workspace turns them into one operating flow: collect data, see your position, read the market, run analysis, and learn what the decision means.
Planning state
Needs setup
No personal planner data yet
Invested assets
Rs 0
Planner, portfolio, and linked account surfaces
Market context
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Fetching macro snapshot
Learning progress
0%
0 modules complete
Module map
Every major surface, with an explicit role
Planner
Budget, net worth, goals, retirement, and tax decisions.
No plan yet
Start with AI import or enter your cash flow manually.
Build planPortfolio
ETF and holdings analysis with macro-linked AI prompts.
No uploaded portfolio
Upload a broker export or screenshot to run FinSight.
Upload portfolioAccounts
EPF, NPS, MF, and broker consolidation across family members.
No linked accounts
Connect at least one live account or statement feed.
Connect accountsForecast
Market backdrop for scenario testing and tactical timing.
Feed unavailable
Macro feed is not loaded yet.
View market mapFinLearn
Learning tracks that should support the actual decisions above.
0 completed
No learning progress tied into the rest of the workspace yet.
Start learningIntegration order
What to fix first
Create the financial base layer
The rest of the product has weak context until planner data exists.
Upload a real portfolio
Forecast and AI analysis are generic until holdings are present.
Connect at least one account source
Accounts should feed household context into planning decisions.
Tie learning to action
Use FinLearn modules to explain the decisions the workspace is surfacing.
Workspace diagnosis
The modules now have a common job.
- Planner establishes the baseline household picture.
- Accounts validates and expands that picture with linked sources.
- Portfolio converts holdings plus macro context into action.
- Forecast explains the market regime behind those actions.
- FinLearn gives the user the concepts needed to trust the recommendation.
Planner and accounts should reinforce each other
Right now the planner and account aggregation still feel separate. The next layer should let synced balances prefill planning assumptions.
Portfolio should consume market state, not sit beside it
The forecast feed is the context layer for FinSight. When it fails, portfolio guidance degrades into static UI.
Learning should explain decisions the product is surfacing
FinLearn currently lives as a separate track. It should be a support system for the user’s current money decision, not a detached course area.
Loading linked workspace data and market context...