Real-time portfolio tracking, intelligent cash flow analysis, debt management, and FIRE projections — powered by AI, with daily stock digests and ChatGPT integration. All without handing over your bank credentials.
No credit card required. No bank login needed.
The Complete Picture
Stop juggling spreadsheets. Get real-time visibility across every asset class with the tools to actually understand what's happening.
See your actual alpha. Track cost basis, gains, and performance against benchmarks. Get a daily stock digest with yesterday's moves and relevant news.
AI-powered categorization gives you instant visibility into where your money goes. Track CDs, savings accounts, and debts alongside expenses for a true net worth.
See your financial future mapped out. Ask the AI Copilot questions about your data, get monthly executive reports, and connect to ChatGPT or Claude Desktop for deeper analysis.
The Difference
See your complete financial picture — from daily stock movements to long-term FIRE trajectory. Start your 60-day free trial today.
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