Financial Goal Card

The Financial Goal Card (FGC) is an educational tool for financial goal management. Where Parqet shows you where your wealth is, FGC helps you bridge ex-post portfolio tracking with ex-ante asset planning. To do this, FGC connects your Parqet data with personal financial goals.

What it does

• Goals — set value, return or allocation targets across your total wealth, a single portfolio, or one asset.
• Measures & Milestones — break each goal into concrete steps and checkpoints to build your wealth.
• Projections — see the trajectory toward your target date, including savings, growth and Measures & Milestones.
• Wealth Dashboard — total wealth, allocation, and per-goal contribution at a glance for selected goals.
• Strategy Map — how your goals are connected and depend on one another visualized in map-style.

Data is private

FGC reads a minimal, read-only subset of your Parqet data. It never writes back, and your data stays in your own browser.

Good to know

FGC is a free, non-commercial web app built for learning. It complements Parqet — built to add value for you.

fgc.dealemma.app build with Claude

fgoalc.app build with Claude