Total users
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Linked accounts
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Assets under mgmt
—
MRR
—
Active users (30d)
—
Avg accounts / user
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Plaid cost (mo)
—
Net margin
—
User Growth
Last 6 monthsTotal
0
0
Growth
0%
0%
Revenue Breakdown
Current month
$0
Subscriptions: $0
Add-ons: $0
Other: $0
Conversion Funnel
All timeSign-ups0
Linked accounts0
Paid subscribers0
Platform Activity
Last 7 days0
API calls
0
Plaid syncs
0
AI queries
0ms
Avg response
Terms & Conditions Management
Manage agreement versions, require re-acceptance, and export compliance data
Master User Agreement
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Privacy Policy
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Registered Users
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Configure how net worth projections are generated for users. Weights are normalized to 100%.
Historical Performance Weights
100%How much each lookback period influences the projection. Weights auto-normalize to 100%.
5%
Short-term momentumHigh noise
10%
Recent trendModerate noise
15%
Seasonal signalBalanced
30%
Full cycle viewLow noise
25%
Structural trendStable
15%
Long-term baselineMost stable
Short-term heavyLong-term heavy
Economic Conditions
Macro overlays that adjust projections beyond historical performance.
Neutral (0)
Bearish (-50)Bullish (+50)
3.0%
0% (deflation)15% (high)
Neutral
CuttingHoldingHiking
Stable growth
RecessionSlowdownStableExpansionBoom
Model Parameters
Control smoothing, confidence bands, and projection behavior.
Medium (50%)
Reactive (raw)Smooth (dampened)
80%
50% (narrow band)99% (wide band)
Moderate
Trend-followingFast reversion
10 years
1 yr10 yr20 yr30 yr
Asset Class Return Overrides
Override default expected returns per asset class. When disabled, the model uses historical averages.
Equities
Expected annual return
8.0%
Real Estate
Expected annual return
5.0%
Fixed Income
Expected annual return
3.5%
Crypto
Expected annual return
15.0%
Cash & Equivalents
Expected annual return
4.5%
Alternatives
Expected annual return
7.0%
Last saved: Never
Config v1.0
Changes affect all new projections. Existing cached projections refresh within 24h.
Infrastructure
System health, connected services, and API performance
Backend Status
Checking...
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API Latency
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Health endpoint RTT
Connected Services
—
Active integrations
Plaid Environment
—
Current mode
Service Status
API Performance
Live response times from your Railway backend
| Endpoint | Latency | Status |
|---|
Connected Providers
Third-party services powering Mogul Bay
Platform Configuration
Frontend
Netlify
Auto-deploy from GitHub
Backend
Railway
—
Database
Supabase
—
Support Tickets
View and respond to user-submitted support tickets
0
Open
0
In Progress
0
Resolved
0
Total
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Marketing
Newsletter management, outreach campaigns, and subscriber analytics
SUBSCRIBERS
0
No data yet
OPEN RATE
—
Avg across newsletters
NEWSLETTERS SENT
0
Monthly cadence
OUTREACH SENT
0
Auto-triggered emails
Newsletter Management
AI-generated monthly newsletter — review and approve before sending
Past Newsletters
Send a Promotion
One-off promo blast — pick exactly who receives it. Paste your promo code into the body.
Audience — choose who gets this promotion
Select an audience to see the recipient count.
Subscribers
Everyone on your email list — accounts and non-user leads
| Name | Type | Source | Status | |
|---|---|---|---|---|
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Automated Outreach
Auto-triggered emails based on user activity — no approval needed
Auto-send
+
New Recurring Charge Found
Active
Sent when Plaid detects a new subscription or recurring charge. Prompts user to review it in Mogul Bay.
Sent: 0
⏰
Inactive User Reminder
Active
Sent when a user hasn't logged in for 7+ days. Encourages them to check updated projections.
Sent: 0
✉
Manual Asset Update
Active
Sent weekly if user has manual assets that haven't been updated in 7+ days. Suggests auto-updates or a quick login.
Sent: 0
⭐
Milestone Reached
Active
Sent when a user's net worth crosses a major milestone (e.g. $100K, $500K, $1M). Celebrates their progress.
Sent: 0
Sent Emails Log
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