Features
Everything you need.
Nothing you don't.
Track anything you own or owe, then see the whole picture at a glance: net worth, cash flow, and the milestones along the way.
The headline number, refined.
Every asset and liability, rolled into one line. Daily, monthly, quarterly, yearly. Switch between waterfall, treemap, bar, and area views without ever losing context.
- Interactive multi-view charting
- Milestone reference lines
- Per-category drill-down
- History back to day one
Money, visualized where it flows.
A live Sankey diagram shows every dollar from salary, dividends, and side income to the category it lands in. Surplus is celebrated. Leaks are obvious.
- Sankey flow diagram
- Auto-detected recurring income
- Category + subcategory breakdown
- Month-over-month trends
$0 → $10M, mapped.
Sixteen money milestones from $0 to $10M+, eleven wealth tiers from Starter to Ultra-HNW. Each crossing is marked. No gamification gimmicks, just receipts.
- 16 standard milestones
- 11 wealth tiers
- Custom targets
- Progress bar to next
- 👑 $750K
- ⭐ $500K
- ✓ 💎 $250K
- ✓ 🚀 $150K
- ✓ 💪 $100K
For the whole team, after launch.
Share a combined view with a partner or family. Keep individual accounts private. Toggle what's visible to whom without sharing passwords.
- Multi-member households
- Per-account privacy toggles
- Combined + individual views
- Invite via email
Track what's real, not just what's bankable.
Manual entry for homes, vehicles, crypto cold wallets, collectibles, or anything else you value, available today. Automatic sync for bank accounts, brokerages, and loans is coming soon.
- 12,400+ supported institutions (coming soon)
- Unlimited manual assets
- Bulk update tools
- Any asset: crypto, equity comp, collectibles
See where you stand.
Optional age-group benchmarking against SCF data. Not a vanity metric, just context, so you know what compound actually looks like.
- SCF-sourced percentiles
- Age-group specific
- Privacy-first
- Hide any time
Ready to see your line?
Free for the core. Launching soon; bank sync to follow.
Launching soon