Cash Flow
Income → Living → Rigid Goals → Invest
Living Expenses (fixed, non-negotiable)
Rigid Goal Monthly Contributions
No rigid goals yet.
Disposable Income — Allocation
Monthly Allocation
Distribute this month's investment budget
💡
Tab 1 suggests investing this month. Enter amounts manually below (currency conversion required).
Rebalance Check
Annual · Trigger when deviation ≥ 5%
Ticker
Target
Current Value
Actual
Action
Dream Jars
Save toward your goals · Isolated from investments
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Tab 1 allocated to Dream Jars this month.
No jars yet. Create one to start saving.
Distribution Preview
Record Book
Moving average cost · All assets
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Found records from your old 定投记录表.
| Date | Asset | Type | Amount | Price | Shares | Avg Cost | |
|---|
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Scanning with AI... please wait.
Monthly Summary
This month at a glance