Portfolio, dividends, bonds and balance — one view of your net worth
Investing is not an island. Connect portfolios, accounts, goals and budget to see the full picture.
Connected modules
Budget, goals, projects and investments share one data model.
Decisions on consequences
See how expenses, instalments and extra payments affect cashflow and goals.
Security built-in
2FA, roles and audit for shared organisations.
How it works
1) Set the baseline
Add accounts and transactions to get a clean monthly view.
2) Connect goals/projects
Link goals to accounts or portfolios so progress updates automatically.
3) Take action
Use simulations and alerts to decide what to do next.
Your finances stay with you
Install the application locally on an MS Windows 11 computer. The database containing your budget, transactions, goals and investments stays on your device — the operator does not store it on its servers.