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Analytics
Four-level analytics hierarchy — Portfolio · Program · Project · Transaction
Portfolio Analytics — June 2026
Total Income
+$8,400
this month
Total Spending
-$10,090
this month
Net Cash Flow
+$1,240
after savings
Portfolio Score
78/100
At Risk
Program Performance Comparison
🏠Household· On Track
$3,240 / $4,800Score: 85
👤Personal· At Risk
$2,100 / $2,500Score: 72
💼Business· Off Track
$4,750 / $5,000Score: 61
Year-over-Year Comparison
Total Spending
2025$9,200
2026$10,090
+9.7%Total Savings
2025$14,200
2026$20,400
+43.7%Net Cash Flow
2025$890
2026$1,240
+39.3%