Launch status: Available in production as the consumer dashboard (/dashboard).
Compass Home changes emphasis based on the selected focus: Both, Debt payoff, or Wealth. The Both hero shows Banking Power — the Home expression of Net CV and available cash value. The other focuses show liabilities remaining or net worth, followed by Cash Value, Death Benefit, Net Worth, and context-specific Debts chart views.
Key Takeaways
- Policy Snapshot Streak counts consecutive months with policy snapshots and shows per-policy coverage for the current month; net worth records do not affect it
- Protect, Save, Grow shows one summary per pillar; Save totals all base and PUA premiums recorded over the last 12 months and expands to payment bars with a cumulative line that preserves annual and other policy schedules
- Upcoming places its 30-day passive-income and capitalizing totals directly under the heading, then names the exact next record type and target. Future event rows are the click target for their review or recording dialog; there is no separate one-tap queue action. Needs confirmation and Overdue groups open automatically, while future items carry no extra label. Pending records open in Review so the user can inspect them, correct supported details, and deliberately confirm the activity. Promissory-note receipts appear as Income
- Freedom Path and Weekly Intelligence expand when more detail is needed
- Recorded Actual values stay visually quiet; Planned, Projected, Modeled, and Computed values remain explicitly badged