A private financial dashboard that aggregates your bank accounts, investments, and transactions into one clear view — so you can track cash flow, plan retirement, and make smarter tax decisions.
See your income and expenses across all accounts in real time. Understand where your money goes each month with automatic categorization.
Monitor your brokerage, retirement, and investment accounts in one place. Track holdings, allocation, and performance without logging into multiple sites.
Monte Carlo projections based on your actual savings rate and portfolio. See when you can retire and what adjustments move the needle.
AI-powered insights on tax-loss harvesting, contribution strategies, and deduction opportunities tailored to your financial picture.
Connect your accounts securely in minutes.
Securely connect your bank, credit card, and investment accounts through Plaid.
Balances, transactions, and holdings update automatically every night.
View your complete financial picture with actionable guidance on your private dashboard.
We take security seriously. Your credentials are never stored on our servers.
Plaid-secured connections — credentials go directly to your bank, never through us
256-bit encryption — all data encrypted in transit and at rest
Read-only access — we can view balances and transactions, never move money
Private by design — single-user tool, no data sharing with third parties