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Net Worth Navigator

Quick Start

Once you’ve installed the project, this page gets you from zero to a working projection as fast as possible.

Try the Sample Scenarios

Section titled “Try the Sample Scenarios”

Start the web editor from your Net Worth Navigator directory:

Terminal window
.venv\Scripts\python.exe admin_app.py

Windows Firewall: Windows Security may warn that Windows Firewall has blocked some features of Python. When this happens:

  • Click the Allow access notification
  • If a dialog opens, uncheck Public networks (keep Private networks checked)
  • Click Allow access

This is safe — the editor only listens on your local machine.

Now open http://localhost:8010/setup in your browser. From the Setup Panel:

  • Click Render All in the action bar at the bottom. This renders every sample scenario across all render modes — it may take a minute.
  • Once complete, open http://localhost:8010/projection.html — your browser will show the interactive projection shell with charts, tables, and navigation tabs.
  • Use the scenario dropdown at the top to switch between the four sample plans.

Tip: Press the ? button in the toolbar to enable help mode — info icons appear on the KPI boxes and tab labels with plain-language explanations.

Both sample scenarios use fictional data (starting balances, income, life events) — no real financial information, no external accounts needed. They show you what a complete projection looks like with charts, cash flow tables, tax estimates, event timeline, and more.

Create Your Own Scenario

Section titled “Create Your Own Scenario”

Once you’ve explored the samples, create a household plan of your own.

Section titled “Web UI (Recommended)”

  • Open http://localhost:8010/setup (or restart the editor if needed)

  • Click New from Template in the action bar at the bottom

  • Choose Single-Person or Couple / Two-Person

  • Enter a name (e.g. “Smith Retirement Plan”) and a short slug (e.g. “smith”)

  • You’re now in the Setup Panel for your new scenario:

    • Metadata tab — edit your plan name, household, plan years, cash targets, and assumptions
    • Social Security and Income & Contributions tabs — enter benefit estimates, income, and savings behavior for each person
    • Accounts tab — select your data source (Manual, Monarch, CSV) and enter or classify starting balances
    • Events tab — set retirement, Social Security claim, and end-of-plan timing alongside any planned life events
    • Raw TOML tab — directly inspect or edit the complete configuration for advanced changes
    • Fill in your details, then click Save and Render (or just Render, which will validate and save your data before rendering)
    • Click Open Projection to see your results

Prefer the command line? See the Command Line Basics page for instructions on copying starter templates and running scenarios from the terminal.