Pilot demo for a client named Dave Mitchell of Mitchell Electrical Services. The goal is to show what someones potential account would look like. Three pages showing how a client sees their financial picture.
Dashboard
Monthly distribution controls, velocity metrics, and a change jar for one-off spare cash drops that compound separately.
Buckets
Goal-based savings buckets — emergency fund, new van, retirement, kids' education, holiday, workshop. Each shows deposits vs. investment growth.
Giving
Monthly donations to a university football team, local school, zoo, and a scholarship fund. Percentile rankings, investment growth charts, and impact reframes.
Achievements
Streaks, milestones, and unlockable badges. Level progression, rarity stats, and locked goals with progress bars.