Build your own view
Pick the charts, KPIs, and tables you want — lay them out the way that makes sense for you.
All features
Custom dashboards
Compose your own dashboards from the charts, KPIs, and tables that matter to you. Different views for different purposes — overall, monthly check-in, advisor review.
Multiple dashboards
Build separate dashboards for different purposes — overall picture, monthly check-in, advisor review.
Duplicate to iterate
Copy an existing dashboard and tweak it without starting from scratch — useful for trying variations.
Mix and match
Combine spending charts, account balances, recent transactions — anything Plutus tracks can sit on a dashboard.
Always current
Every chart, KPI, and table reflects your latest data automatically — no manual refresh needed.
Save and revisit
Dashboards persist between sessions. Come back to the exact view you set up, anytime.