Put your plans and your finances in perspective.

The work beyond the trading screen deserves its own space. Connect notes, tasks and goals with your financial records and a clearer view of wealth.

Open Personal Terminal See the workflow

Personal TerminalDashboard

Add task

Net wealth: ₹12,40,000
Monthly surplus: ₹18,000
Active goals: 3
Tasks completed: 6 / 8

Wealth target trajectory₹ lakh · Jan — Dec

Recorded paceTarget path

Current priorities

Prepare the monthly review 60%

Update wealth snapshot 40%

Upcoming

Monthly finance update 30 Sep

Subscription renewal 02 Oct

Illustrative interface with fictional records and values. Not live market data or investment performance.

Make the next action fit the bigger picture.

Plan what matters today while keeping longer-term goals and financial commitments visible. Each record belongs to its own purpose, within one workspace.

Organise the daily work

Capture notes, pin important ideas and archive finished records. Set task priorities, start and end times, and update progress manually.

Notes · Tasks · Daily checklist

Give goals a timeline

Define goals with priorities, deadlines and progress. See upcoming tasks, goals, subscriptions and financial updates together in the calendar.

Goals · Calendar

Understand the financial picture

Record income, allocations and category-based expenses. Track subscriptions and autopay commitments, then examine wealth distribution, liquidity and target trajectories.

Finance · Expenses · Wealth monitor

Progress needs a reference point.

A goal is more useful when its target, timeline and next action are visible together. Wealth trajectories add a longer view, based on recorded values and the assumptions you choose—not a promise of future returns.

Goal · Build a cash reserveGoal record

Target: ₹1,50,000
Current: ₹90,000
Progress: 60%
Deadline: 31 December

Next step

Allocate the monthly surplus after reviewing recurring expenses.

Progress review

Review progress at month end and update the target timeline if needed.

Illustrative record, using fictional details.

Built around the work.

Purposeful tools within personal terminal, with settings that remain specific to this workspace.

Notes: Pinning, priorities and archiving for ideas worth keeping.
Tasks and goals: Start/end times, deadlines and manually updated progress.
Finance and expenses: Income, allocations and separate category-based spending records.
Subscriptions: Recurring commitments, upcoming dates and autopay records.
Wealth monitor: Assets, liabilities, distribution, liquidity and monthly snapshots.
Target trajectories: Compare goals and recorded pace with inflation and currency-depreciation assumptions.
Calendar: Dated tasks, goals, subscriptions and scheduled financial updates.
Daily checklist: A repeatable routine for personal priorities.

Wealth projections depend on the values and assumptions entered. Subscription records track commitments; they do not initiate payments.

The rest of your workspace.

Explore the other terminals. The operating language stays familiar; the records and tools remain focused on their own work.

Forex Terminal

Trade journals, risk boundaries and a repeatable review process.

Stock Terminal

Position history, partial exits and the decisions in between.

Make room for your wider direction.

Explore the workspace, or log in with your existing AIOT account.

Open Personal Terminal