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Add New Goal

Set your financial goals and track your progress

Goal Title *

Goal Details *

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Add Goal How Goals Work

Understanding Your Goals & Following System

Goal Color Coding:

Cyan/Blue Box

Private Goals: Your personal goals that are not shared with anyone. Only you can see these.

Green Box

Your Shared Goals: Goals you've chosen to share publicly. Your followers can see these.

Orange Box

Shared by TFAs You Follow: Goals shared by Trusted Financial Advisors you follow.

Following System:

• Following Someone: When you follow a Trusted Financial Advisor (TFA), you'll see their shared goals in orange boxes in your timeline. This helps you learn from their strategies and insights.

• Being Followed: When others follow you, they can see the goals you've marked as "Shared" (shown in green boxes). You control which goals to share - private goals remain visible only to you.