Ten modules working together — every one is fully interactive in the live demo.
One dashboard for every account, institution and currency you own.
Add, edit, duplicate, archive or delete accounts across 11 categories.
Live allocation, growth history and animated projections.
Interactive sliders. Instant recalculation of monthly income and confidence.
Annual and lifetime fee exposure across every account.
Educational withdrawal-order simulation across tax buckets.
Beneficiaries, estate estimates, transfer strategies.
Instantly re-denominate your entire portfolio in 8 currencies.
Portfolio, fee, statement and currency alerts you can dismiss.
Every calculation runs locally in your browser.