## Dashboard
The **Dashboard** is your home view: net worth, account totals, and shortcuts into Planning and Wellness. Net worth here uses the same rule as Portfolio—the sum of your balance lines.
## Portfolio and accounts
Open **Portfolio** from the main navigation to view your accounts and balance lines. Use **Add position** to enter assets, liabilities, or cash-flow lines.
## Planning and scenarios
The **Planning** area includes household assumptions, the tax timeline, Monte Carlo simulations, Roth conversion tools, and scenario forks. Open **Scenarios** to compare what-if plans without changing your baseline household plan.
## Settings and household
Visit **Settings** to manage household members, filing status, and account preferences. Demographics and retirement ages feed into projection and tax engines across the app.
## Wellness dashboard
The **Wellness** dashboard summarizes pillar scores and nudges. It reads from your portfolio and plan assumptions—add accounts and positions for richer scores.
## On-screen tutorial
Analyzer offers a guided **on-screen tutorial** that walks through key pages with step-by-step callouts. You can replay a tour from the page it belongs to if you want a refresher after dismissing it.
## Demo mode
A **demo account** lets you explore Analyzer with realistic sample households before entering your own data. Demo data is isolated, read-mostly, and expires automatically—nothing you do in demo mode touches a real household.
## Exporting reports
You can export a **comprehensive advisor PDF** summarizing your plan, projections, and schedules to share with a financial professional. Yearly schedule tables (such as the Roth multi-year schedule) also support CSV-style export and saved **view presets** that remember your column choices.
Educational content only—not personalized investment, tax, or legal advice.