/finplan:projection-dashboard¶
Generate an interactive HTML financial projection dashboard with goal-oriented Monte Carlo simulations and Chart.js charts. Opens in your browser when complete.
Usage¶
Type /finplan:projection-dashboard optionally followed by an output filename.
Arguments¶
| Argument | Description |
|---|---|
| (empty) | Output to comprehensive_projection_update_$TIMESTAMP.html |
[output-filename] |
Custom output filename |
What It Generates¶
The dashboard includes:
- Summary cards — one per goal plus total portfolio, with status badges (on track / needs plan / at risk)
- Total portfolio fan chart — percentile bands (p10–p90) with milestone annotations
- Per-goal charts — fan charts with target lines, stacked account areas for retirement
- Account breakdown — stacked area chart of all accounts projected to age 90
- Assumptions section — personal info, balances, return assumptions, milestones
Status Badges¶
| Badge | Condition |
|---|---|
| On Track | p25 >= target, or no explicit target with healthy trajectory |
| Needs Plan | No funding, or p50 < target |
| At Risk | p50 significantly below target |
Prerequisites¶
Requires a saved state file with at least a person profile and one account. Run /finplan:read-state summary to verify your state before generating.