01
Complete financial picture
Manual accounts, liabilities, holdings, and CSV imports power a reliable net-worth baseline.
PLAN WITH CLARITY
Your money, investments, and retirement path—in one calm view.
Track net worth, test retirement choices, research investments, and explore portfolio scenarios without handing over trade authority.
Secure sign-in. Your financial inputs remain private to your household.
Financial overviewOn track
$1,284,600
Estimated net worth
84%Plan success
18 yrsTo retirement
6.5%Model return
PHASE 1 FOCUS
Start with the decisions people revisit most.
02
Retirement scenarios
Deterministic projections and Monte Carlo ranges separate model math from AI explanation.
03
Research with evidence
Ask about a ticker, see 3M, 6M, YTD, or 1Y charts, and review bull, bear, and uncertainty cases.
04
Portfolio what-ifs
Model a hypothetical buy or sell at an execution price and a future target without placing a trade.