Cursor variant · fictional sample data
Same private family-finance job — assets, liabilities, FX mix, idle cash — rendered five different ways so you and your partner can react before we build one. Numbers are synthetic. Real sheet stays off this surface.
Net-worth hero, then assets / liabilities / uninvested cash. Familiar wealth-app hierarchy without banking chrome.
Borrow: Quicken net-worth card · Wealthfront cash/liabilities stacks · Monarch summary rail.
Treat currency mix as the homepage. Cards for EUR/USD/GBP/CHF, then what sits inside each sleeve.
Borrow: Wise multi-currency account cards · Airwallex balances table.
One composition view: property / equities / bonds / private / cash, with idle cash called out as a risk, not a leftover.
Borrow: Origin donut + list · Fidelity allocation legend · Public allocation table.
Not a dashboard — a weekly one-pager: what moved, where cash is sitting, one decision. Built for a Sunday conversation.
Own touch: decision strip + “what changed” before full tables.
Keep the spreadsheet mental model: dense account rows, filters, totals — but with hierarchy and FX columns that Sheets bury.
Borrow: Monarch account lists · Airwallex currency table density.