Financial Goal Card

FGC connects to your Parqet data and helps you set goals, track milestones and see where your wealth is heading.

FGC Wealth Dashboard showing total portfolio value, goal progress donuts and a list of active goals.
The Wealth Dashboard — all your goals and portfolio values at a glance.

What is the FGC

These modules are mainly available.

Strategy

Connect your goals on a strategy map and keep the big picture in view.

Goals

Define different goals for your total wealth, a portfolio or a single asset.

Projections

See how measures and returns shape your wealth over the years ahead.

Wealth Dashboard

One summarized view of all selected goals and live portfolio values.

How to use FGC

Four simple steps to start.

Connect your Parqet account

Sign in with Parqet. FGC uses the official, read-only Parqet connection — nothing is changed in your portfolio.

FGC login screen with the 'Connect with Parqet' button.
Step 1 — secure sign-in with your Parqet account.

Create your first goal

Pick a target — a value, a yearly return or an allocation — and a date. The Quick Goal Bar suggests sensible presets to get you started.

Goal creation dialog with target value, target date and scope selection.
Step 2 — set a target and a date.

Add measures and milestones

Break your goal into steps: measures and milestones along the way. FGC shows them against your live data.

Goal card with a list of measures and a milestone timeline.
Step 3 — measures help you to get concrete.

Watch your strategy unfold

The projection chart and the Wealth Dashboard show where you stand today and where you're heading — updated with every visit.

Projection chart showing portfolio growth toward the goal target.
Step 4 — charts show possible scenarios for your goals.
How to use Goals

Create a goal

Choose a preset or set your own target and date — for your total wealth, one portfolio or a single asset.

Quick Goal Bar with presets and scope selection.

Choose goal type

Pick the type that fits your goal — Parental or Standalone. As starter Standalone is easier to use.

Goal type selection.

Define goal details

Set target, date and further options in the goal card — progress is shown against your live data.

Open goal card with progress, measures and milestones.

Use goal projection

See the projected path toward your target directly for your goal.

Projected path toward the goal target.

Notice the badges

Badges on the goal card show status and progress at a glance.

Goal card badges showing status and progress.
How to use Projections

Use the buttons

The buttons control your projection view.

Projection chart with path toward the goal target.

Choose your scenario

Pick the scenario you want to explore.

Choosing a projection scenario.

Show the scenario

Display the scenario and see the projected curve.

Projected curve for the chosen scenario.

Activate savings options

Turn on savings options to include them in the projection.

Savings options in the projection.

Activate other options

Add further options to refine your scenario.

Further projection options.
How to use Wealth Dashboard

Select your goals

Choose which goals appear on the dashboard.

Wealth Dashboard goal selection.

Read the donuts

Progress donuts and values for goals end date.

Wealth Dashboard with progress donuts and values.

Read the total

The dashboard aggregates your selected goals.

Wealth Dashboard overall progress across selected goals.
How to use Strategy

Use the buttons

The buttons control your Strategy Map view.

Strategy Map with goal cards.

Change the map

Switch how your goals are displayed on the map.

Goal cards connected on the Strategy Map.

Use the legend

The legend explains the colors and symbols on the map.

Strategy Map with goal status colors.

Free. Private. Educational.

  • 100% free, non-commercial
  • Read-only Parqet data
  • Data stays in your browser
  • No ads, no tracking
  • No investment advice
  • No Parqet product
  • Projections are scenarios, not predictions

Start with your goals now (opens in new tab)