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 Bareksa source IDs for automatic NAV scraping.
| Instrument | Type | Source ID | Source URL | Current Price | 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.