Good evening
Welcome to myCFO
Open any stage below to start building your financial picture. Each stage takes 2โ€“5 minutes to set up.
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Overall health score
Net Worth
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Set up Stage 2
Portfolio
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Set up Stage 1
Savings Rate
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Set up Stage 3
Emergency Fund
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Set up Stage 5
How are you using myCFO?
This shapes how assets, estate documents, and goals are tracked throughout the app.
Financial Independence Date
Unlock your FI date
Set up Cash Flow Forecast to calculate when you can stop working
Set up โ†’
Welcome to myCFO ๐Ÿ‘‹
Your personal financial command center. Each stage takes 2โ€“5 minutes to fill in. We recommend this order to get value fastest:
1
๐Ÿ• Emergency Fund โ€” Know your runway first
2
๐Ÿ  Net Worth โ€” Your complete financial picture
3
๐Ÿ’ฐ Cash Flow โ€” Where is your money going?
4
๐Ÿ“ˆ Portfolio โ€” What are you invested in?
5
๐Ÿค– AI Analysis โ€” Get your personalized plan
What you'll unlock
โœ“ Overall financial health score
โœ“ Personalized action items
โœ“ Debt payoff optimizer
โœ“ AI analysis across all stages
โœ“ Goal probability tracker
โœ“ Insurance gap detection
Start with AI Analysis โ†’
โš™ Your financial stages
โ ฟ Drag cards to reorder
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๐Ÿ 
Not set up
Net Worth
Set up
โ†’ Open to set up
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๐Ÿ’ฐ
Not set up
Monthly Cash Flow
Set up
โ†’ Open to set up
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๐Ÿ“Š
Not set up
Cash Flow Forecast
Set up
โ†’ Open to set up
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๐Ÿ•
Not set up
Emergency Fund
Set up
โ†’ Open to set up
โ ฟ
๐Ÿ“ˆ
Not set up
Investment Portfolio
Set up
โ†’ Open to set up
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๐ŸŽฏ
Not set up
Goals & Timeline
Set up
โ†’ Open to set up
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๐Ÿ“‹
Not set up
Tax Situation
Set up
โ†’ Open to set up
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โค๏ธ
Not set up
Insurance Coverage
Set up
โ†’ Open to set up
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๐Ÿ“„
Not set up
Estate Plan
Set up
โ†’ Open to set up
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๐ŸŒŽ
Not set up
Economic Overlay
Set up
โ†’ Open to set up
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๐Ÿ”ญ
Not set up
What-If Lab
Set up
Opportunity scanner ยท life event simulator
โ†’ Open to set up
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๐Ÿค–
Not set up
AI Analysis
Set up
โ†’ Open to set up
โœจ Priority actions (0)
Set up your stages to see personalized action items.
๐Ÿ“ˆ Setup progress
๐Ÿ  Net
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๐Ÿ’ฐ Monthly
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๐Ÿ“Š Cash
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๐Ÿ• Emergency
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๐Ÿ“ˆ Investment
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๐ŸŽฏ Goals
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๐Ÿ“‹ Tax
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โค๏ธ Insurance
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๐Ÿ“„ Estate
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๐ŸŒŽ Economic
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๐Ÿ”ญ What-If
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๐Ÿค– AI
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