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Should I be investing?
Try a calculator. See what one decision costs you.
Is my 401k actually growing?
See your whole picture in one simple dashboard.
Is my advisor earning their fee?
Deep analysis. Fast answers. Save hours.
Start Simple. One Decision at a Time.
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Finally. Your Whole Financial Picture.
All in One Place.
No more spreadsheets. No more sticky notes. Just clarity.
Before
10 apps, 5 spreadsheets, still confused
After
One dashboard. Complete clarity.
Upload statements OR manual entry OR 3 Plaid accounts
Portfolio-level KPIs from YOUR actual data (not estimates)
Time-series tracking - see your progress over time
Clear breakdowns - click any number to understand it
"Just make it easy for me." ← We do.
For People Who Analyze Everything
What used to take 15 hours in spreadsheets now takes 15 minutes.
- • Model multiple tax scenarios
- • See 10, 20, 30-year projections
- • Compare side-by-side with clear winners
Scenario comparison screenshot
- • See true performance by holding
- • Attribution analysis (what drove returns)
- • Find your winners and losers fast
Stock attribution screenshot
- • Decompose cash value vs death benefit
- • See agent commissions and fees
- • Compare to term + invest alternative
Insurance breakdown screenshot
- • Unlimited account connections (Plaid + uploads)
- • Portfolio-wide aggregation
- • Track everything in one place
Unlimited accounts screenshot
- • Model multiple tax scenarios
- • See 10, 20, 30-year projections
- • Compare side-by-side with clear winners
Scenario comparison screenshot
- • See true performance by holding
- • Attribution analysis (what drove returns)
- • Find your winners and losers fast
Stock attribution screenshot
- • Decompose cash value vs death benefit
- • See agent commissions and fees
- • Compare to term + invest alternative
Insurance breakdown screenshot
- • Unlimited account connections (Plaid + uploads)
- • Portfolio-wide aggregation
- • Track everything in one place
Unlimited accounts screenshot
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