Annual Goals
Quantitative Goals
Monthly Savings Target
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Annual target: — · Pulled from Monthly Savings tab
Annual Portfolio Growth Target
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Pulled from Portfolio Balances tab · Jan value → most recent month with data
Qualitative Goals
Monthly Savings
| Account / Platform | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Savings Account 1 | — | ||||||||||||
| Savings Account 2 | — | ||||||||||||
| Money Market Fund | — | ||||||||||||
| Tax Free Investment 1 | — | ||||||||||||
| Tax Free Investment 2 | — | ||||||||||||
| Retirement Annuity | — | ||||||||||||
| Direct Investment 1 | — | ||||||||||||
| Direct Investment 2 | — | ||||||||||||
| Crypto Exchange 1 | — | ||||||||||||
| Crypto Exchange 2 | — | ||||||||||||
| Offshore Investment | — | ||||||||||||
| Other Investment | — | ||||||||||||
| Withdrawals | — | ||||||||||||
| Total Saved | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Monthly Goal | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Variance | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Notes | |||||||||||||
Portfolio Balances
| Asset / Account | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD Change | YTD % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Savings Account 1 | — | — | ||||||||||||
| Savings Account 2 | — | — | ||||||||||||
| Money Market Fund | — | — | ||||||||||||
| Tax Free Investment 1 | — | — | ||||||||||||
| Tax Free Investment 2 | — | — | ||||||||||||
| Retirement Annuity | — | — | ||||||||||||
| Direct Investment 1 | — | — | ||||||||||||
| Direct Investment 2 | — | — | ||||||||||||
| Crypto Exchange 1 | — | — | ||||||||||||
| Crypto Exchange 2 | — | — | ||||||||||||
| Offshore Investment | — | — | ||||||||||||
| Other Investment | — | — | ||||||||||||
| Total Portfolio | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Change from Jan | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| MoM Change (R) | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| MoM Change (%) | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Crypto % of Total | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| # of BTC | — | — | ||||||||||||
| BTC Price (USD) | — | — | ||||||||||||
| USD / ZAR | — | — | ||||||||||||
| % Growth from Jan | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| True Wealth (USD) | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
Portfolio Value
Month-on-Month Change (%)
Asset Allocation — Latest Month