Every part of your financial life, properly modelled

One command centre for everything you own, owe, earn and spend.

• Hero net-worth card with month-on-month movement
• Financial health score across savings, investing and safety
• Rotating personalised insight every time you sign in
• Quick actions to record a month in seconds

A month-by-month ledger of your total wealth, not a one-off snapshot.

• Track cash, savings, FDs, funds, stocks, EPF, gold and property
• Automatic growth, CAGR and streak calculations
• Trend chart that shows compounding actually working
• Backfill history so your story starts where you started

See how your money is really split, and how far it has drifted.

• Live donut of every asset class you hold
• Target versus actual allocation with drift flags
• Dedicated EPF and gold tracking
• Rebalancing hints based on your risk settings

The single source of truth for income, expenses, investments and savings.

• Your own categories, grouped by how money behaves
• Monthly entries with instant savings-rate maths
• Income versus outflow charts across the year
• Feeds every other module, so nothing is entered twice

Plan against reality instead of against a blank spreadsheet.

• Budget lines built from your real cash-flow categories
• Planned versus actual variance per category
• Create a new category without leaving the page
• Copy a month forward and adjust in a click

A serious equity book with live prices and a built-in watchlist.

• Company search with autocomplete while you add a holding
• Live market prices with unrealised gain and dividend tracking
• Sector concentration and position sizing views
• Watchlist with target buy prices and conviction scores

Every SIP, XIRR and fund category in one clean table.

• Track invested amount, current value and XIRR per fund
• Monthly SIP and step-up tracking
• Link funds to the goals they are funding
• Category mix across equity, debt and hybrid

Turn 'someday' into a funded plan with a date attached.

• Sliders for target, contribution and horizon with live preview
• Required monthly SIP computed from your return assumptions
• On-track or behind status with time remaining
• Priority ordering so the important goals win

Know the year work becomes optional, and what changes it.

• Required corpus from your real annual expenses
• Wealth projection against the corpus you need
• Retirement-safety view of your withdrawal rate
• Inflation, return and SIP step-up assumptions you control

Board-quality reporting for an audience of one: you.

• PDF export with charts drawn to print quality
• CSV export for your own analysis
• AI written summary of the month or week
• Portfolio import from Groww, Zerodha, Upstox and Angel One files

An assistant that has actually read your numbers before it answers.

• Ask anything in plain language about your own finances
• Grounded in a live snapshot of your accounts, never generic advice
• Can draft entries and updates for you to confirm
• Proactive insights when something drifts