Personal Wealth Dashboard
Professor Dr. Tan’s Global Asset View
Working dashboard for consolidating Singapore, United States, and Malaysia assets from screenshot-based inputs. Values marked pending are already in the workflow but need final extraction or confirmation before being included in totals.
Snapshot date: 27 May 2026
Confirmed SGD Assets
SGD 71,333.62
Currently includes confirmed DBS SRS and CPF Investment cash balances only.
Currency Layers
SGD · USD · MYR
Original currencies are preserved before any global FX roll-up.
Dashboard Status
Work-in-progress
Next step: extract DBS bank account, CPF, and 401(k) values into confirmed totals.
Singapore Retirement / Tax-Advantaged Assets
Base currency: SGD
DBS SRS Account
SRS Account 0120-024325-7-223
Extracted
SGD 71,333.62
DBS CPF Investment Account
CPF Investment 070-059704-7-220
Extracted
SGD 0.00
CPF Balances
CPF screenshot provided earlier; pending final confirmed breakdown in dashboard.
Pending confirmation
To confirm
Singapore Bank Cash
Base currency: SGD
DBS Multiplier Account
Snapshot received.
Pending extraction
To confirm
DBS J-AutosavePlus
Snapshot received.
Pending extraction
To confirm
DBS TK-NETS
Snapshot received.
Pending extraction
To confirm
United States Retirement Assets
Base currency: USD
US 401(k)
Asset snapshot received.
Pending extraction
To confirm
US Social Security
Future benefit layer; to be added when statement is available.
Future layer
To confirm
Malaysia Assets
Base currency: MYR
EPF / KWSP
Malaysia retirement asset layer.
Awaiting screenshot
To confirm
Fixed Deposits / Bank Assets
MYR liquidity layer.
Awaiting screenshot
To confirm
Immediate Build Notes
1. Confirm extractionEach screenshot becomes one dated dashboard record with account name, institution, currency, and value.
2. Preserve currencySGD, USD, and MYR values stay separate before conversion into one global net worth view.
3. Add liabilitiesOnce debts, loans, mortgages, or card balances are added, the dashboard can show total assets, liabilities, and net worth.