Welcome, Alex & Jamie

You’re building toward your goal together — every deposit counts.

🏡 Goal: First Home Down-Payment

Target: $20,000

You’ve saved $9,400 (47%) since starting.

Fund Growth (Past 12 Months)

Current Allocation

💡 Reminder: Forced Savings Mode

To protect your long-term goal, withdrawals are limited to 15% per quarter (Builder Tier). Lock-up period: 6 months.

Next eligible withdrawal: July 1, 2025
Max withdrawal cap: $1,410 (15% of $9,400)

What happens to ROI?

Choose to automatically reinvest your earnings — grow faster by staying in.

🔁 Keep Reinvesting

You can update this anytime before your next billing cycle.

const growthCtx = document.getElementById(‘growthChart’).getContext(‘2d’);
new Chart(growthCtx, {
type: ‘line’,
data: {
labels: [‘Jun’, ‘Jul’, ‘Aug’, ‘Sep’, ‘Oct’, ‘Nov’, ‘Dec’, ‘Jan’, ‘Feb’, ‘Mar’, ‘Apr’, ‘May’],
datasets: [{
label: ‘Pool Balance ($)’,
data: [3200, 3900, 4300, 4800, 5500, 6000, 6500, 7100, 7700, 8200, 8800, 9400],
fill: true,
borderColor: ‘#5D5FFD’,
backgroundColor: ‘rgba(93, 95, 253, 0.2)’,
tension: 0.3
}]
},
options: {
scales: {
y: { beginAtZero: false }
}
}
});

const allocCtx = document.getElementById(‘allocationChart’).getContext(‘2d’);
new Chart(allocCtx, {
type: ‘doughnut’,
data: {
labels: [‘Global Stocks’, ‘Bonds’, ‘Alternatives’],
datasets: [{
data: [60, 30, 10],
backgroundColor: [‘#5D5FFD’, ‘#A5B4FC’, ‘#FF5F6D’]
}]
}
});