A monthly review shouldn't take an evening. Here is the 10-minute workflow we use ourselves.
1. Snapshot balances (3 min)
Open AuraPixel and record the final balance of each account. You're not logging every coffee — just the month-end number for each institution.
2. Read the dashboard (3 min)
- Net worth: the one number that matters.
- XIRR: your real annualized return, isolated from deposits and withdrawals.
- Risk & liquidity ratios: confirm your emergency runway is intact.
3. Tag a life event (2 min)
Bought a house? Moved jobs? Drop a marker on the wealth timeline so future you understands why the curve moved.
4. Act on one thing (2 min)
One decision per month is enough — rebalance, top up, or simply confirm you're on track for FIRE.
That's it. Ten minutes, one picture, full clarity.