## 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, **Income**, **Expenses**, **Tax Planner**, Monte Carlo, Roth tools, and scenario forks. Income and Expenses use calendar-year line schedules and summary charts (**Income mix – monthly** / **Expense mix – monthly** beside annual mix at the reference year). Open **Scenario Planner** for **Scenarios**, **Autopilot**, and **Workbench**—without changing your baseline until you choose to.
## 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 & utilities
Analyzer offers a guided **on-screen tutorial** that walks through key pages with step-by-step callouts. Two vertical tabs are anchored to the middle-left edge of the screen at all times: the green **Product Tours** tab replays a guided tour, and the blue **Share Feedback** tab (just below it) opens a form to submit feedback or bug reports.
The top navbar includes a clickable **Active Scenario** dropdown—showing the current baseline or scenario name—that lets you switch between your baseline plan and any what-if scenario fork without leaving the page, alongside quick trigger buttons to open **Forecast Lens** configuration and **Withdrawal Policy** settings. The active status indicators for **Market Stance**, **Dollar Basis**, and **Withdrawal Policy** are displayed in a floating dock in the bottom-right corner of the screen, right-aligned with your profile menu; hovering or focusing a badge opens its explainer above the dock. On **Autopilot** and **Workbench**, withdrawal policy switching is disabled so comparisons stay under the household (or scenario) policy already in force—change the policy on Safe withdrawal or a scenario editor, then return. You can toggle the **AI Wellness Assistant** using the Sparkles button next to your profile menu in the header.
## 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.