Feature Walkthrough
Generate a PDF snapshot of your financial position. Net worth, spending, cash flow, goals, holdings, and projection results — formatted and ready to share with an advisor.
The Financial Health Report pulls data from every section of Rikdom into a single, printable document. Page 1 covers the essentials; page 2 adds Pro-tier intelligence.
Shows total net worth split by liquid assets, investments, and real estate equity. Percentages tell you how concentrated your wealth is. If 90% is in one category, that's worth thinking about.
Average monthly income vs. expenses, with a computed savings rate. A positive net cash flow means you're building wealth; negative means you're drawing down. The number matters more than the direction — a 5% savings rate is very different from 25%.
From your most recent Monte Carlo projection. Above 80% is generally considered strong. Below 50% suggests adjustments (more contributions, later retirement, or reduced spending).
Find the button on your Dashboard (Overview page) or in Profile → Financial Health Report.
The report aggregates data from multiple sources. Generation typically takes 2–5 seconds. A loading indicator shows while it's processing.
The PDF downloads automatically. The filename includes the date for easy reference. Share it with a financial advisor, spouse, or save it for your records.
Generate a PDF snapshot that captures your complete financial position.