Features · five modules · one platform

Everything your money touches, in focus

Live investments, alternative assets, budgets, and goals, pulled together through open banking and brokerage connections, priced in real time, and always strictly read-only.

Investment Portfolio Tracking

Track stocks, ETFs, bonds, mutual funds, crypto, and commodities across all your accounts with real-time data.

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Alternative Assets

Monitor real estate, vehicles, luxury watches, art, and collectibles in one unified dashboard.

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Smart Budgeting

Hierarchical budgets, automatic categorization from your banks, and rules you write yourself.

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AI Insights

Kapi, our assistant in early preview: recommendations that cite your real numbers, arriving during early access.

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Bank-Level Security

Encryption in transit and at rest, strictly read-only access, and GDPR-first data handling.

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The whole picture, one instrument

Free plan at launch. Invites roll out regularly.