Ok, but remember: You asked. Danger... graph nerd.

This is a home built system. Data input is done using our "books" in gnucash. It just reads the back end file. Human readable output is to cacti. Cacti is a graphing system designed to graph networking stuff... but you can graph anything with it. You can zoom in/out and see various levels of detail. It graphs in a sort of "ticker tape" format by default, which is what I use.

I also dump all of this on demand to a text based cgi web page because I found that I am visual and want graphs and the wife is a numbers person and wants numbers.

Everything is automated... data gets updated at least 2x a day with stock/fund pricing and such.

* Asset Summary - bank/stock/mutualfund/misc

* Asset Type Percentage (same as above but as a percentage)

* Assets: Financial vs non-financial

* Assets vs Liability

* Liability by itself

* A summary of "retirement" accounts vs non-retirement accounts

* Asset type percentage (expressed as retirement vs non-retirement vs other)

* Retirement accounts (breakdown of every account on one graph)

* Trading accont (breakdown of every individual stock on on graph)

* trading account cost v value (sum of basis vs worth)

* Mutual fund account (breakdown of several mutual funds on one graph)

* mutual fund cost v value (sum of basis v worth)

* 401k account (breakdown of the individual funds in 401k)

* 401k account cost v value (basis v worth)

* Other funds/stocks/bonds (used to have several things... now just some old savings bonds here)

* Bank/Cash accounts (breakdown of several cash/checking/etc accounts)

* Savings breakdown (we have some liquid savings all categorized and earmarked for different things: pets, gifts, insurance, tools, tires, etc. this is the breakdown)

* Emergency fund (how many months it will last graphed using expense data from 30days, 90 days, 365 days and 5 years)

* ROI comparison (graph with every mutual fund, every stock on one graph and "roi factor" )

For every individual stock and every mutual fund, there are then 3 dedicated graphs: cost v value, IRR% and ROI factor.

For income/expense I have the following graphs using 4 sets of data: 30day, 90day, 365day and 5 year. This includes:

* income: active vs passive

* all income vs expenses (nonsalary income, expenses, swr4%, swr3%)

* nonsalary income vs expenses (nonsalary income, expenses, swr4%, swr3%)

* savings percentage

* dividends (breakdown of all dividends per stock/mutual fund)

* tracked expenses (breakdown of some big ticket expense categories)

* Level 1 expenses (this is a "roll up" ... expenses are in categories and subcategories... this is a rollup to the top level category)

* time to retirement (a combined graph of some of the stuff below... how many years to retirement computed using various methods)

* retirement required (a combined graph of some of the stuff below... how much stash is required using various methods)

* nestegg vs target (combined graph of the current financial assets vs 20x expenses and 25x expenses ... computed several times with various data sets)

* ERE current ratio (Fisker's ratio... retirement target is 25x... computed with various data sets)

* Then... for each data set (30 day, 90 day, 365 day and 5 year) there is a separate set of dedicated graphs:

** Time to retirement

** estimated retirement percentage

** estimated retirement (actual assets vs required assets)

** current withdraw rate (how long would current assets last at current expense rate and 0% return)

** current withdraw rate 3% (how long would current assets last at current expense rate and 3% return)

** current withdraw rate 5% (how long would current assets last at current expense rate and 5% return)

** current withdraw rate 8% (how long would current assets last at current expense rate and 8% return)

** ERE current ratio

* Firecalc 365 (graph of current 365day data run through firecalc for "retire now", retire 1 year ... , retire in 8 years... expressed as percent success)

* Firecalc 5 year (same as above with 5 year data)

* Firecalc first fit (years to retirement using current expenses/savings for both 1 year and 5 year data)

* Firecalc required portfolio (actual portfolio vs what would be required figured out with firecalc and a little brute force... 1 year data and 5 year data)

* firecalc current inputs (expenses, savings, portfolio value for 1 and 5 years)

* firecalc current outputs (highest/lowest/average portfolio for 1 and 5 years)o* firecalc cache age (hours since last firecalc run)