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Starter wizard (onboarding)

After creating an account you go through a short wizard (3–4 steps). The goal is to reach value quickly — without unnecessary questions.

Step 1 — Solo or Duo​

Pick a model:

  • Just me (Solo) — your private financial plan.
  • Me and my partner (Duo) — two people, one shared wealth plan (recommended).

Step 2 — Profile​

You enter your name (and your partner's, in Duo). The language is already known from the landing page, and you can add your birth date later in settings (it's used for Coast FIRE projections).

Step 3 — Invite your partner (Duo only)​

Share the invite code (copy it) — after signing in, your partner enters it and joins the shared plan. Email invites are available too (collapsible). You can skip this step and return to it later.

Step 4 — Starter plan​

Choose where to start (you can change everything later):

  • 🚀 Ready-made example (recommended) — a complete portfolio with sample data: investments, bonds, a loan, goals and analysis.
  • 💰 Savings + loan — for building an emergency fund and paying off a loan.
  • 📈 Investor — for investing in ETFs, IKE, IKZE, stocks or crypto.
  • ✍️ Start from scratch — an empty plan you build yourself.
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There's no pricing in onboarding — you choose a subscription only once the app has had a chance to prove useful.

When you're done, you land straight on the Dashboard.