Vertical City Toolkit - Investment Dashboard

The Investment Dashboard is designed to help condo boards—and in some cases, property managers—manage their reserve fund’s cash and investment decisions with greater confidence. It provides a structured overview of how much money is available, how it’s invested, and what actions are recommended next based on the forecast model.

There are three main sections in the Investment Dashboard:

• Next Actions

• Investments

• History

  
  

Next Actions

This section provides a forward-looking investment schedule, generated by Vertical City’s simulation engine. The proposed schedule—outlining how much to invest, when, and into which financial products—is created based on the user’s locked-in inputs in the Forecast Calculator.

Behind the scenes, the engine runs thousands of simulations to explore different investment combinations across time horizons. It then identifies the schedule that best aligns with the user’s preferences and funding requirements.

It’s important to note that while this tool offers an optimized investment plan, it does not constitute financial advice. Rather, it’s an objective planning tool that helps boards make well-informed decisions based on their own parameters.

Investments

This section shows the reserve fund’s current investment holdings. The table is interactive—column headers can be sorted to allow for flexible viewing and organization of the data.

Each entry represents an investment held by the corporation. When one matures, the cash is returned to the reserve fund, making those funds available for upcoming expenses.

Understanding this cash flow timeline is crucial. Boards need to ensure there's sufficient liquidity—not just for major scheduled repairs, but also for unexpected costs that might arise. The Investment Dashboard helps keep that big-picture view in focus.

History

The history section gives users a snapshot of the reserve fund’s financial past. It charts the evolution of both cash and investment balances over time and serves as a key reference for validating current forecasts.

This data feeds directly into the calculation engine, so reviewing the historical inputs helps ensure the foundation of the analysis is sound. Regularly checking this page can give board members confidence that the underlying numbers are accurate and up to date.

Summary

The Investment Dashboard gives condo boards a clear, systematic way to manage their reserve fund. Rather than relying on guesswork or scattered documents, board members can use the tool to track current investments, plan strategically for the future, and double-check the accuracy of historical data—all in one place.

By using this structured approach, condo boards can optimize how their reserve fund is managed, freeing up time and attention for other important responsibilities in the building.