Launch status: Available in production. Performance is a Builder Pro analytics surface; Starter sees a blurred preview.
Performance brings computed net worth history together with recorded asset values, income, liabilities, Capital Velocity, and promissory notes in one period-based review. It reads existing records without moving or duplicating them.
Starter displays a blurred example of this Builder Pro feature.
Select a Period
Use 1M, 3M, 6M, 1Y, YTD, or All. The page shows the exact calendar boundaries beside the selector, and the selection changes every period-based section together.
Current Net Worth is Computed from dated policy, asset, account, and liability history. Selected-period movement compares the first and last computed net worth positions available inside the range; the dates used may differ from the reporting-period boundaries. It needs two distinct dated positions.
Headline Metrics
- Wealth Growth is the change between the first and last computed net worth positions in the selected period
- Growth Velocity is the average computed net worth change per month between those positions
- Capital Velocity is policy-funded capital deployed divided by average policy-loan balance; its badge identifies whether the displayed result is Actual or Modeled
Net Worth Change Breakdown
The reconciliation bridge shows the exact first and last dates used, then explains the movement between those computed positions by separating:
- Banking system assets
- Other assets
- Banking system liabilities
- Other liabilities
It is a Computed explanation of tracked net worth movement, not a cash-flow statement.
Allocation and Income
Capital Allocation is a treemap with three views. Capital Deployed sizes active assets by recorded deployed principal. Current Value includes active assets and external accounts. Cash Received follows the selected Performance period and sizes sources by recorded asset cash flow.
Income Performance uses Actual asset cash-flow records. It groups income by month and source and compares with the preceding equivalent period when that period is available.
Comparison and Records
Period Comparison contrasts wealth, income, liabilities, and Capital Velocity with the preceding equivalent range. It is unavailable for All because there is no equal all-time period before it.
Personal Records shows the highest computed net worth and highest recorded monthly income across all history, along with their dates.
Review and Source Records
Review This Month links to missing net worth, income, or liability records when the current data does not support a complete view. Those are factual data-completeness prompts.
The Assets and Note Tracker panels summarize current records and link back to their source pages. Use the header links for Assets, Liabilities, and Note Tracker when a source record needs inspection or updating.
Performance treats recorded Actual values as the visual default. It labels Computed or Modeled sources once in panel headers, while mixed-source comparisons label Actual only where needed.