The Dashboard Hub
A master guide to the WealthOS dashboard and command center.
Cracking the Financial Health Score (35/100)
Automated Financial AuditingWevanta scores your financial position out of 100 total points across 4 pillars. To improve...
Dashboard Overview: Your Family Financial OS
IntroductionThe Wevanta Dashboard is your family's financial mission control. It aggregates live data from every module—...
How to Read Net Worth, Assets, and Liabilities
Real-Time Balance Sheet MathThe top row of KPI cards totalizes your global position across all linked accounts.Total Ass...
Mastering Recent Transactions & Type Badges
The Ledger Detail GuideThe "Recent Transactions" list highlights every move in your portfolio. Look for these specialize...
Tutorial: Switching Between Family Members
Consolidated vs. Individual ViewsWevanta is built for the entire family. At the top of your Dashboard, you will see a Me...
Understanding your Portfolio Trend (1Y, 3Y, ALL)
Historical Growth AnalyticsThe Portfolio Trend chart uses our "Reverse Reconstruction" engine to show you how your wealt...