box size + label = % of portfolio · color = category
Income rate vs burn rate
what's coming in vs going out · per year · CAD
Chart shows your actual net worth (history) then projections from today. Net = return − HELOC interest − burn; the gold line adds business profit. Edit any to model scenarios.
Expected income by holding
your sheet's growth estimates · CAD · per month + per year
Projected net worth
Monthly burn — last 10 months
combined personal + business · CAD
Personal spending / mo
by category
Business / mo + biggest one-offs
Source of truth: your Google Sheet (read-only) · private behind Cloudflare Access · not indexed. Privacy mode (default on) hides $ amounts and collapses the maps to category totals, so per-stock sizes stay private when sharing.