The_Compounder_Wealth_Dashboard.xlsx

	A	B	C	D	E	F
1	THE COMPOUNDER — PERSONAL WEALTH DASHBOARD
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3	Asset	Category	Account / Provider	Current Value (£)	Target Weight	Notes
4	ISA	Equities	Vanguard ISA	£125,000	40.0%	Replace with current value
5	General Account	Equities	Vanguard GA	£43,000	14.0%	Bed & ISA funding
6	SIPP	Pension	Vanguard SIPP	£84,000	27.0%	Personal pension
7	Work Pension	Pension	RAF pension transfer value estimate	-	-	Enter CETV or estimated capital value
8	Cash / MMF	Cash	Cash and money-market funds	£10,000	3.0%	Emergency and ISA staging
9	Fine Wine	Alternatives	Berry Bros. & Rudd	£8,500	5.0%	Use current market estimate
10	Bitcoin	Crypto	Kraken	£2,200	2.0%	Current market value
11	Property Equity	Property	Home equity	-	-	Property value less mortgage
12	Other Assets	Other	Other valuable assets	-	-	Optional
13	Debts	Liability	Loans / mortgage / cards	-	-	Enter as a negative number
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15	GOALS & ASSUMPTIONS
16	Total Wealth Target (£)	£2,500,000	Long-term target
17	ISA Target (£)	£1,000,000	Target for tax-free income
18	Target Annual ISA Income (£)	£40,000	Desired tax-free income
19	Expected Annual Return	8.0%	Editable planning assumption
20	Inflation	2.5%	For real-value projections
21	Annual New Contributions (£)	£45,600	ISA + SIPP + alternatives
22	Projection Years	20	Planning horizon
23	Withdrawal Rate	4.0%	Illustrative sustainable draw
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25	Blue figures are editable inputs. Formula cells elsewhere update automatically.
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