Launch status: Available in production as the consumer dashboard (/dashboard).
Compass Home changes emphasis based on the selected focus: Both, Debt payoff, or Wealth. The Both hero shows Banking Power — the Home expression of Net CV and available cash value. The other focuses show liabilities remaining or net worth, followed by Cash Value, Death Benefit, Net Worth, and context-specific Debts chart views.
Key Takeaways
- Recording Streak counts consecutive months with policy snapshots
- Protect, Save, Grow summarizes coverage, recorded premium and PUA activity, and capital at work
- Banking Rhythm surfaces scheduled events and factual follow-ups from recorded dates and Auto Log schedules, plus a 90-day strip of recorded and scheduled passive income and capitalizing activity
- Freedom Path and Weekly Intelligence expand when more detail is needed
- Recorded Actual values stay visually quiet; Planned, Projected, Modeled, and Computed values remain explicitly badged