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Currency
Currency
You're viewing demo data.
Overview
Your financial snapshot
Assets
All assets in one place
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Allocation
Total
Breakdown
Portfolio
Fund allocation & drift tracking
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Not synced yet
Drift Summary
Allocation
Holdings
Rebalance
Contribution & rebalancing calculator
Buy: — Sell: — Net cash: —
Projections
Long-term wealth modeling
Nominal future value
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Inflation-adjusted
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Total contributed
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Nominal market gains
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Assumptions
% quarterly
Stress Events
Growth Chart
Nominal Real w/ events No investment
Per-Asset Return Assumptions
Goals
Track progress toward your life milestones
NW vs Goal Targets
Life Planner
Click to select · type to edit · arrows to navigate · Ctrl+C/V · Ctrl+D fill-down
Net Worth Trajectory
Income vs Expenses
fx
Life plan
Life Timeline
Projection Table
Buy at age —
click net worth or income to override · dbl-click to clear
Settings
Investment Gains
Track returns across all investment accounts
to
Portfolio Value Over Time
Financial Rank
See how you compare to peers your age
Settings
Configure your workspace
Privacy & Visibility
Hide all numbers
Applies to every tab across the entire app
Hide dashboard widgets
Collapses metrics, charts & goal bars on Overview
Hide net worth
Overrides the dashboard toggle for the NW value only
Appearance
Presets
Accent & Brand
Tags, Progress & Highlights
Chart Colors
Custom Color Picker
Background & Text
Currency
API Keys
Data Management
Archived Tabs
Snapshot History
Market gains = current NW − first snapshot NW − all contributions logged. Drag ↕ to reorder.
Daily Snapshots
Per-account investment values recorded daily. Used for gain/loss calculations.
Sidebar Order
Log snapshot
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$
Add account
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Add fund
Manage Account Types

Define your account categories and types. Investment-category types appear as portfolio filter options. Cash-category types appear in the Cash & Savings section.

Add goal
Edit Column
Configure Life Plan Layout

Drag sections to reorder them. Toggle the checkbox to hide/unhide.

Manage Projection Columns

Rename data columns or toggle visibility. Drag the handles to reorder.

Rename tab
Change icon
Customize overview
Add contribution
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Assign accounts to contributions
Contributions now track which account they belong to. Please assign each existing entry to an account so your per-account totals are accurate.
Add historical value
Enter the value of each investment account on a specific date. This creates a snapshot used for period gain calculations.
Import Data
Import snapshots and contributions from a JSON file. This replaces all existing data.
Upload JSON file
Or paste JSON