The Illiterate Investor — Private Finance Dashboard | English | USD & CAD

Understand what you own, what you owe, and your net worth.

The Illiterate Investor’s Private Finance Dashboard is a downloadable tool that helps you organize your financial information in one clear view.

WHAT YOU CAN DO

• Record savings, investments, other assets, and debts.

• Calculate your net worth from the values you enter.

• View your assets by category.

• Keep U.S. dollar and Canadian dollar records separate.

• Enter information manually or import a CSV file.

• Save locally in your browser.

• Download and restore password-encrypted backups.

HOW IT WORKS

Download the ZIP file, extract it, and open the dashboard HTML file in Google Chrome on your computer. Your financial entries are stored locally in that browser.

WHAT’S INCLUDED

• Private Finance Dashboard HTML file.

• Quick-start guide.

• Software notices.

REQUIREMENTS

English only. Intended for computer use; phone compatibility has not been verified. Keep your password and downloaded backups somewhere safe—there is no password recovery.

PLEASE NOTE

USD and CAD totals are never converted or combined. This tool uses the information you enter; it does not connect to banks or provide live market prices.

This is an educational organizational tool, not personalized financial advice.