Dashboard
Your complete financial picture
Annual income
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Total assets
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Monthly expenses
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Savings rate
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Accounts overview
Net worth
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Net worth projection
Estimated trajectory at current savings rate
Monthly cashflow
Where your income goes each month
Emergency fund
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Target: 6 months of expenses
Debt payoff calculator
Modules
Accounts
All bank, investment, and manual accounts
Total assets
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Total liabilities
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Net worth
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Financial profile
Enter once — all modules use this automatically
Connected bank accounts
No banks connected yet.
Income & tax — household totals
Used by Monte Carlo simulation and Investment Advisor
Monthly expenses — household totals
Mortgage details — current home loan
Used for purchase timing timeline. Leave blank if renting or mortgage-free.
Future events — planned major events
Planned asset sales, income events, or major expenses — used in Big Purchase timeline and Tax Optimizer staged sale analysis.
Assets & accounts — household totals
Equity Compensation ▶ Show
Social Security estimates — from ssa.gov/myaccount
Your monthly benefit
Budget & Financial Plan
Spending · Goals · Scenarios · Calendar
Total spent
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Net monthly income
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Saved
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Savings rate
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net income, incl. 401k
Spending by category
My Financial Goals
Credit card optimizer
Find the best cards for your actual spending — powered by live card data
Spending data
Using expense data from your financial profile. Update profile
Drop your CSV or click to browse
Chase · Citi · Amex · Capital One · any standard export
Preferences
Tax optimizer
Personalized tax reduction strategies for 2025
Additional tax details
HSA, side income, deductions, YTD breakdown
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Big purchase planner
Model every financing path — down payment, loan options, tax impact, budget effect
🏠
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Purchase details
What are you buying and how will you pay?
What are you buying?
🏠
House / Condo
Primary or investment
🚗
Car / Truck
New or used
⛵
Boat / RV
Recreational
Your financial profile
Save your financial profile to see personalized analysis.
Educational analysis only — not financial or tax advice. Consult a financial advisor before making major decisions.
💰
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Down payment options
Run analysis to update
🏢
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Loan scenarios
Run analysis to update
📊
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Tax implications
Run analysis to update
📈
⌄
Budget impact
Run analysis to update
🎯
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Full analysis
Run analysis to update
Investment advisor
Portfolio analysis, rebalancing, contribution strategy, and live market opportunities
🏠
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Holdings by account
Load accounts to get started
Holdings by account
Load directly from your linked brokerage, or add manually.
🎯
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Goals & preferences
Set retirement targets and risk preferences
Goals & preferences
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Set in Financial Profile
Additional monthly savings for brokerage or Roth IRA. Do not include 401k contributions — those are entered separately in your Financial Profile.
Market focus
📈
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Portfolio history
Track portfolio value over time
📊
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Retirement projection
Enter goals to see your retirement trajectory
Retirement projection
Enter your profile and goals above to see your retirement trajectory.
🔍
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Stock / ETF deep dive
Analyze any ticker for research purposes
Stock / ETF deep dive
🤖
AI portfolio analysis
Get AI-powered portfolio analysis
⌄
For educational purposes only — not financial advice. Consult a qualified advisor before making investment decisions.
Educational analysis only — not licensed investment advice. Consult a registered investment advisor before making changes.
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