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Dashboard (🏠)

Your whole financial picture at a glance — the first screen after signing in.

GrapeVest dashboard — net worth, portfolio breakdown and pillar cards

Hero — net worth​

At the top, your total net worth:

portfolio + real estate + cash − loans

Next to it, "Portfolio" and "Real estate" pills with their values.

Portfolio breakdown​

A donut chart where each holding has its own colour, percentage and amount:

  • tapping a slice shows that position's details,
  • tapping outside the list clears the selection.

KPIs​

Two tappable metrics:

  • Debt (loan) — opens the liability details,
  • Monthly contribution plan — opens the breakdown of planned contributions.

Monthly review​

A status card for the ritual: "done / to do", per person (✓ for each), a "Waiting for: …" note, and a CTA that takes you to the Entry.

Pillar cards​

Each holding has a progress bar toward its goal. Tapping one opens a detail sheet:

  • for a loan: interest rate, instalment, principal/interest split, estimated payoff in ~X years,
  • for bonds: maturity date,
  • for accounts with a limit (IKE/IKZE): remaining annual contribution room.