Your entire financial picture, one honest number.
Net worth, investment performance, and spending — built for people who already track this in a spreadsheet and want it done right, not people who want budgeting gamification.
Real net worth, not a guess
Every checking, savings, credit card, loan, and investment account rolled into one number — grouped by institution, filterable by type.
Ledger-native performance
Holdings are backed by a real buy/sell/dividend transaction ledger, not a hand-edited balance. Annualized and time-weighted returns (XIRR/TWR) are computed from it, not approximated — coming with the Pro plan.
Alt-assets included
Collectibles, physical assets, anything a bank API will never see — add it manually and it counts toward net worth like everything else.
Spending you can actually see
Import a CSV, OFX, or QFX file from your bank to get a category breakdown and a this-month-vs-last comparison, so a spending spike shows up before it becomes a surprise.
See where it's actually going
Import a CSV, OFX, or QFX file of your transactions and spending by category fills in — this month's breakdown, not a budget you set once and ignored. Live bank sync is on the way.
Sample data.
Get early access
Join the waitlist and we'll email you when it opens up. That's the only email you'll get, plus a beta invite if you ask for one.
Live bank sync is on the way — for now, add accounts manually in a couple of minutes.