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Financial Dashboard

Net worth over time

Assets vs. liabilities

ROI by month

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ROI = (change in net worth since last month − new injections to brokerage + interest accrued in HYS) ÷ last month's total assets.

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Use the monthly CSV template: income and expenses on the left, month-end balances on the right, plus new money added to the brokerage and savings interest.

Total ROI
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Total net worth
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Total income
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Assets

Expenses

Balance sheet

Injections, interest & ROI

Profit & loss

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