20 financial tools in one private app. Portfolio tracking, FIRE planning, tax projection, college funds, Monte Carlo simulations — all local, all yours.
Net worth at a glance — daily delta, sparkline history, top holdings by value. Real data, not a demo.
Drop in your Fidelity, E*TRADE, or Robinhood CSV. Auto-detects the brokerage and parses it — including transaction history aggregation.
Lean, Normal, Fat, Obese tiers. 13-city geo-arbitrage comparison. See how Lisbon vs. San Francisco changes your timeline by decades.
300-run simulation showing P10/P50/P90 outcomes. Toggle nominal vs. today's dollars. Milestones auto-calculate.
Federal brackets (Single/MFJ), LTCG/STCG split, state tax, quarterly estimated payment alerts. See your effective rate instantly.
6 school presets (US Public to IIT). Scholarship input, funding coverage bar, gap analysis with monthly contribution hint.
Claude AI critiques your portfolio, finds tax-loss opportunities, flags concentration risks. Your API key, your device, your data.
US, India, UK, EU, Canada, Australia, Japan, Singapore, Switzerland, UAE, HK, NZ. One tap in Settings — every screen updates.
Face ID or Touch ID on launch. Toggle in Settings. API keys stored in iOS Keychain / Android KeyStore — never in plaintext.
All data stored on-device. No server, no sync, no cloud. Uninstall the app and it's gone.
No analytics, no telemetry, no crash reporting. The only network call is Claude AI — and only when you explicitly invoke it.
API keys stored in iOS Keychain / Android KeyStore. Hardware-backed encryption. Never in plaintext, never logged.
Optional Face ID / Touch ID lock on launch. Your portfolio is invisible without your face or fingerprint.