Know exactly where you stand.
A SitRep — Situation Report — is the briefing that tells you what's working, what's not, and what happens next. MoneyBricks generates yours for your money: a complete, honest, shareable picture of your financial build, built to hand to a financial advisor, accountant, or tax pro.
The SitRep generator isn’t built yet. Today, your BrickScore and MyBrickPlan already show where you stand — this is where the full report is headed.
In law enforcement, the military, and emergency services, a SitRep — Situation Report — is the essential briefing: exactly where things stand, what's working, what's not, and what needs to happen next. MoneyBricks brings that same clarity to your money.
The document, at a glance
Clear, direct, and built for someone making decisions under pressure — the same shape as the report a first responder relies on. Here’s a sample.
Financial Situation Report
Generated by MoneyBricks
Executive Summary
Your build is trending up — your BrickScore has risen at each of the last three assessments, and Direction and Behavior are your strongest dimensions. Growth wasn't measured this time, so it sits outside the score rather than counting against it. You've learned twelve MoneyBricks and checked in eleven weeks running. Your Blueprint puts Income Protection next, because no disability coverage is in place and one trade income supports the household.
BrickScore Dashboard
- Stability78
- Resilience71
- Protection82
- Growth55
- Flexibility64
- Direction80
- Behavior77
Illustrative sample — your real SitRep reflects your own numbers.
What’s inside your SitRep
Everything MoneyBricks can actually show about your build, pulled into one record — and nothing it can’t.
Headline BrickScore
Your score out of 900, its band, and the confidence behind it — including which dimensions were measured and which you skipped.
See BrickScore →The seven dimensions
Stability, Resilience, Protection, Growth, Flexibility, Direction and Behavior — each scored and banded. A dimension you didn't answer enough of is reported as not measured, never as a zero.
Score history
Every assessment you've taken, so the direction is visible. When the scoring methodology changed, the report says so rather than showing it as your own movement.
Blueprint — now, next, later
The one MoneyBrick you're on, the ones sequenced behind it with the reason for each, and a count of what's grouped for later.
See the Blueprint →Life Goals
The goals you've claimed and where each one stands.
Explore Life Goals →Build record
MoneyBricks learned, weekly check-in consistency, BrickCoins earned, and how long you've been building.
Household and work
Your state, household shape and line of work — the context that changes which guidance actually applies. Included once you choose to share it.
For context
Figures for people in comparable circumstances, each with its source and year — context to read alongside your numbers, never a ranking or a grade. Included once you choose to share your situation, since that is what makes a comparison comparable.
When you generate it
One report, generated whenever it’s useful. There’s no quota, and nothing expires.
Generate one whenever you need it
Before an advisor meeting, at tax time, or when you just want to see where things stand. There's no quota and nothing expires.
A monthly rhythm, if you want one
Included with Max. A dated report each month builds a record you can look back through — the same document, generated on a schedule.
The SitRep Promise
“Walk into every financial advisor meeting with your SitRep and you'll be the most prepared person in the room.”
Your first SitRep starts with your free BrickScore.
The SitRep is education and coaching — not personalized legal, tax, or investment advice.
Related features
Keep exploring — these work hand in hand with what you just read.