Launch status: Available in production. Performance is a Builder Pro analytics surface; Starter sees a blurred preview.
Performance brings computed net worth history together with recorded asset values, income, liabilities, Capital Velocity, and promissory notes in one period-based review. It reads existing records without moving or duplicating them.
Starter displays a blurred example of this Builder Pro feature.
Select a Period
Use 1M, 3M, 6M, 1Y, YTD, or All. The page shows the exact calendar boundaries beside the selector, and the selection changes every period-based section together.
Current Net Worth is Computed from dated policy, asset, account, and liability history. Selected-period movement compares the first and last computed net worth positions available inside the range; the dates used may differ from the reporting-period boundaries. It needs two distinct dated positions.
Headline Metrics
- Wealth Growth is the change between the first and last computed net worth positions in the selected period
- Growth Velocity is the average computed net worth change per month between those positions
- Capital Velocity is policy-funded capital deployed divided by average policy-loan balance; its badge identifies whether the displayed result is Actual or Modeled