Krishna's Finance Dashboard

LIVE

Total net worth

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▲—

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to goal

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Invested

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in markets

Liquid Cash

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CAD + India

TFSA Return

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unrealized

Savings Rate

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last month

CAD / Day

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90-day avg

Annual Divs

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passive

Net worth over time

Snapshots + live today · dashed = 90-day projection

Where your money is

Live asset allocation

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total

Goals

Personal finance dashboard · prices from Yahoo Finance · data stays in your browser

TFSA Holdings

Units × live price auto-fetched · live = Yahoo Finance · manual = enter below

Holding	Units	Avg Cost	Book	Price	Value	Return	Yield	Ann. Div	Source

TFSA Composition

By current market value

Annual Dividends

By holding — estimated yield × value

Crypto

BTC & ETH · prices in CAD · live via Yahoo Finance

Coin	Units	Avg Cost	Book	Price	Value	Return

Transaction Log

Log a buy or sell — units, avg cost & book value update automatically from your transaction history

Add transaction

Date

Asset type

Symbol

Type

Qty / Units

Price/unit (0 for DRIP)

Note (optional)

Date	Asset	Symbol	Type	Qty	Price	Total	Note

Wealthsimple · TFSA & Crypto · transaction log auto-computes holdings

India Allocation

NRE Cash / NRO Stocks / NRE MFs / NRO Cash

NRO Portfolio Mix

By current stock value (₹)

NRO Portfolio — Indian Stocks

NSE equities · prices in ₹ · live via Yahoo Finance · qty auto-computed from transactions if logged

Stock	Qty	Avg (₹)	Book (₹)	Price (₹)	Value (₹)	CAD	P&L

NRE — Mutual Funds

SIP ₹80,000/month across 7 funds · NAV total updates via live prices

NRE Fund Allocation

By SIP weight (proxy for target allocation)

India Accounts

Cash across NRE / NRO accounts

Total India Exposure

India Portfolio · NRO stocks priced live via Yahoo Finance NSE · NRE funds manual entry · FX live

Monthly Tracker

Fill the row at the bottom to log a new month — all columns save automatically

Month	Income	Rent	CC & Misc	TFSA	India Mkt	Em.Fund	Travel	Misc Saving	Invested	Rate	Note

Monthly Investment

TFSA + India + Other — stacked by category

Savings Rate Trend

% of income going to investments each month

Paycheck Tracker · add rows inline above

CAD cash balances

BMO

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Scotia

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WS Cash

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India balances

NRE Cash

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NRO Cash

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NRE Mutual Funds

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Monthly Expenses

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Growth Timeline

Snapshot-by-snapshot breakdown · mirrors Excel Metrics sheet

Date	Net Worth	Δ CAD	Δ Days	CAD/Day	Since Start

24-Month Projection

90-day momentum · best historical period · avg savings pace

Key Ratios

Portfolio health at a glance

Metrics · from logged snapshots and paycheck data

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