How do I find my way around ProjectionWealth?

Four things make the rest of the app click: the menu on the left, the Getting started checklist on your dashboard, the tour you can replay any time, and the switch that flips between family members.

Learn the sidebar

The menu on the left is how you move around. From top to bottom:

• Dashboard — your home screen and net worth at a glance
• Holdings — your stocks and mutual funds, with live prices
• Assets — everything else you own: gold, PPF, EPF, FDs, property
• Transactions — a running list of your buys, sells and more
• SIP Plans — your recurring mutual fund investments
• Liabilities — your loans and EMIs
• Goals — money targets like a home, education or retirement
• Plans — build a forecast of your future net worth, cash flow and tax
• Tax Planner — estimate your capital gains tax for the year
• Support — raise a ticket and get help
• Settings — your profile, portfolios, import, export and billing

The sidebar, with Dashboard selected. Plans is where your projections live.

Work through the Getting started checklist

On your Dashboard, a card titled Getting started shows five first tasks with a progress bar. Click any item to jump to the right screen. Finished ones get ticked off.

Five first tasks — do them in any order, any time.

Note: You can hide the card if you'd rather not see it. It also disappears on its own once all five are done.

Replay the guided tour

Want the walkthrough again? Click your avatar in the top-right corner to open the profile menu, then click Show me around. The same menu also holds Profile, Settings, Plan & Billing and Sign out.

Switch between portfolios

Each family member you add is a separate portfolio. The pill at the top-left shows who you're viewing — it reads All portfolios when everyone is combined.

Step 1: Open the switcher

Click the pill. A panel opens under the heading Viewing.

Step 2: Choose a view

Click All portfolios to see everyone together, or click one person's name to see only theirs. To add or edit family members, click Manage portfolios at the bottom.

The switcher open — All portfolios combines every family member.