Goals
Long-horizon clarity for reflective investors. Goals anchor how the rest of the workspace reads against time — not a target to chase.
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Goals is reserved for Pro and Premium.
A long-horizon portfolio awareness layer — retirement, a home, a sabbatical, an education fund — observed through allocation climate and conviction rather than gamified milestones.
- · Horizon planning & portfolio-to-goal mapping
- · Progress lens against target trajectory
- · Allocation climate & volatility sensitivity
- · Scenario nudges & AI reflection (Premium)