I Used AI to Build My Entire Financial Life Into One Dashboard
In a Nutshell
The creator built a single Bloomberg-style dashboard in ~30 minutes using Perplexity Computer to consolidate holdings across Schwab, M1, and Robinhood. It shows live performance drivers, color-coded buy zones based on price pullbacks, projected dividend income, and a dynamic Coast FIRE calculator that projects reaching financial independence at age 45 with current investments alone. The main value is replacing scattered logins and emotional uncertainty with one screen of objective metrics and decision rules.
These notes were generated by AI and may contain inaccuracies.
The creator manages finances across numerous institutions and account types: a brokerage account at Schwab, a SE at M1 Finance, a Roth at Schwab, and a Robinhood account used for fun. Holdings include ETFs, dividend stocks, and individual positions scattered across different platforms. Most existing financial apps focus either on budgeting or simple balance snapshots. The goal was to create a single Bloomberg terminal-style dashboard for personal money that shows what is owned, why positions moved up or down, when to buy more, and progress toward financial independence, specifically Coast FIRE, all on one screen.
The top section displays total investable assets combining cash and stocks. Key metrics shown include daily profit and loss, income, yield, and allocations. All data was manually input rather than connected via Plaid, though the system can use live market data alongside manual entries. The portfolio pulse section identifies what is driving daily performance. VTI was noted as the largest driver at $2,100 (26% contribution). Micro Strategy appeared in the buy zone due to being down significantly. Forward monthly income was calculated at approximately $1,800. The largest holding shown was VTI at 63% of the portfolio.
The dashboard was created using Perplexity Computer after first describing the desired tool in regular Perplexity chat. The initial prompt used was: "Build a private single page personal finance dashboard that feels like a personal Bloomberg terminal for my own money." The chat interface generated a detailed prompt that was then copied into Computer mode. The entire working dashboard with filters, charts, tables, news feeds, and buy zones took roughly 30 minutes to build. Iterative changes are made by requesting specific adjustments, such as adding a flame icon for Coast FIRE visibility, after which the system regenerates the updated version.
Sign in to read the full notes
Get access to AI-generated notes, topic timestamps, and more.