Everything on one panel

Net worth, spending, and investment depth. The real numbers, in one place. Explore the instruments.

Net worth

Every account and asset on one timeline, trended over time.

Automatic categorization, burn-rate tracking, and a clear cash-flow view.

Cost basis, P&L, and a real options-wheel tracker.

Rolling adjusted cost basis and per-cycle P&L for the wheel strategy.

Sinking funds with pace tracking, earmarks, and recurring goals.

Ask plain-English questions and get answers from your own data.

Split a charge into line items to see what you bought, not just where.

Sync accounts read-only, or bring your history from another app.

Read-only access, per-household isolation, no data selling.

More features detailed soon.