I Used AI to Build My Entire Financial Life Into One Dashboard

Sponsored by Perplexity! This is truly a game-changer – Perplexity Computer built me a dashboard that aggregates my entire financial picture into one dashboard. You can check out my tool and build your own today: https://pplx.ai/marko-whiteboard-finance-youtube-1

MY FAVORITE TOOLS & RESOURCES
🛣️ My FREE 7 Day Money Roadmap: https://whiteboardfinance.com/roadmap
🤝 Join My Private Community: https://wbfuniversity.com
🏠 Get My Home Affordability Spreadsheet: https://wbfuniversity.com
📈 My Favorite Investing Platforms: https://whiteboardfinance.com/go/stocks
💸 My Favorite High Yield Saving Accounts: https://whiteboardfinance.com/go/savings
🚗 Save on car insurance: https://whiteboardfinance.com/go/auto
₿ $5 FREE Bitcoin (River): https://river.com/whiteboardfinance
📩 Business Email → sponsorships@whiteboardfinance.com

I used Perplexity Computer to build a personal finance dashboard that aggregates all my accounts, explains daily portfolio moves, tracks my Coast FIRE progress, and tells me when to buy all in about 30 minutes.

MY OTHER SOCIALS:
📸 Instagram – https://www.instagram.com/whiteboardfinance/

Timestamps:
0:00 – My financial life is scattered everywhere
0:15 – Why most finance apps fall short
0:40 – This video is sponsored by Perplexity (but I’d show you anyway)
1:03 – What the dashboard actually shows you
2:10 – How I built this in 30 minutes
3:24 – The final product: filters, charts, tables, and live news
4:02 – Sticky ticker and metrics command center
4:26 – Portfolio Pulse: why your portfolio moved today
5:14 – The Buy Zone: a visual decision support tool
6:56 – Coast FIRE calculator (my favorite feature)
9:23 – Dividend Radar: a separate tool I built in 10 minutes
11:44 – Full terminal walkthrough
12:34 – How to remix this dashboard for yourself

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ABOUT ME 👇

My mission is to provide my viewers with actionable content that helps them build financial wealth. My videos reflect my real-world experience as a real estate investor, stock market investor, finance major, and entrepreneur.

This channel allows me to share my passion for personal finance, stock market investing, real estate investing, and entrepreneurship. I produce content that I would want to watch, and because of that, I give 100% effort in every video that I make. I also believe in complete transparency and open communication with my audience.

DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. You must conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion.

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