01
Live
Live intelligence
Balances, liabilities, and market-aware valuations in one calm view — so your picture of wealth stays current without spreadsheet chaos.
Product map
Every capability, one coherent system
From capture to live pricing, analysis, forecasts, and legacy planning — ingest at the top, act from the hub, plan below — then read the cards for detail.
Feature flow
Ingest
LIVELive intelligenceCAPEffortless captureATXAutomatic transactionsAPILive data, wired inWILLWill & trusted access
NetWorthy
One ledger · live valuations · your rules
Plan & extend
How it fits together
Same catalog and live pricing whether you type holdings in or import a file — then layer analysis, forecasts, and planning on top.
02
Capture
Effortless capture
Upload brokerage PDFs and statements. We parse rows into a draft queue; you confirm before anything hits your dashboard.
03
Automate
Automatic transactions
Schedule salary, rent, mortgages, insurance, and subscriptions once — balances update on schedule, with upcoming views, full history, and rent & subscription health insights.
04
Markets
Live data, wired in
Stocks & funds, precious metals, crypto where supported, and property estimates — trusted APIs so your portfolio reflects real markets.
05
Legacy
Will & trusted access
Name trusted contacts who may request access; approvals and time-bound rules so the right people know what exists and where — when it matters.
06
Planning
Early retirement modeling
Stress-test spending, saving, and market paths so tomorrow’s freedom isn’t a guess — projections that respect currency, liabilities, and real portfolios.
07
Analysis
Diversification you can act on
Concentration, gaps, and where net worth leans across accounts, asset classes, and currencies — not just a single diversification score.
08
FIRE
Financial independence, retire early
FIRE tools — independence timelines and scenarios from your real numbers. Coming in a future release.
09
Community
Peer-to-peer signals
For illiquid lines without clean APIs, a growing layer of verified contributors and shared signals helps keep rare assets honest when markets are silent.
Privacy
All of your values are encrypted at rest in our databases — the same promise as on the home page.
Ready to see your whole picture?
Create a free account and start with manual entry — add capture, live prices, and deeper tools when you want them.