Do you know the three pieces needed to reach your financial goals?
The Net Worth Dashboard is where you organize your overall investment portfolio across all your accounts.
It computes your overall asset allocation which is key to managing risk and knowing when to rebalance. Stock and mutual fund prices are automatically brought in. It also supports "offline" assets like regular bonds, private funds, and even your one of a kind vintage record collection.
Ever ask yourself questions like: How much do I need to retire? When can I retire comfortably? What if I buy a house? Can I afford to travel for a year?
The Income Spending Simulator analyzes income, expenses, assets, and loans and graphs the resulting cash flow, debt, asset appreciation, and net worth.
The Home Budget Tracker is for entering receipts, tracking account balances, and budgeting.
Designed to be used by individuals and couples on the go at any stage of life.
Coming in mid 2018
At heart we are software makers who enjoy the topic of personal finance. We are not out to sell you any type of investment or loan. We hope the tools and information you find here will be useful in reaching your personal version of financial success.
As part of our core values, we promote financial literacy with the following resources: