Total Net Worth
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Total Invested
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Unrealized P&L
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Asset Allocation
FX Exposure
| Currency | Avg Buy Rate | Live Rate | FX P&L |
|---|
Cumulative Net Worth — Monthly
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Goal Planner
Retirement Plan
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LIFETIME OVERALL
MONTHLY SAVING TARGET
Current
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Target
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Remaining
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Need / Month
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Years Left
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Portfolio Allocation
Projection vs Target
Monthly Tracker
2026
| Month | Reksadana | Deposito | Emas | Saham | Obligasi | Total Target | Total Actual | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Target | Actual | Target | Actual | Target | Actual | Target | Actual | Target | Actual | |||
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Master Prices & Instrument Mapping
Configure instruments, their types, and source IDs for automatic price scraping (Infovesta MFID for Reksadana, Yahoo ticker for Saham, Bibit series code for Obligasi). Saham US disimpan dalam USD dan dikonversi ke IDR pakai kurs live.
| Instrument | Type | Source ID | Source URL | Current Price | Detail | Last Updated | Notes | Actions |
|---|---|---|---|---|---|---|---|---|
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Currencies & FX Rates
Manage supported currencies and their exchange rates to IDR. Rates auto-update hourly.
| Currency Code | Rate to IDR | Last Updated | Actions |
|---|---|---|---|
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User Management
| ID | Name | Username | Role | Active | Actions |
|---|
Settings
AI Financial Advisor — Gemini API Key
Enter your Google Gemini API key to enable the AI Financial Advisor chat. Get a free key at aistudio.google.com.