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Track portfolios, goals, and spending in one calm workspace.
Eight tools. One money picture.
Every holding. One clear view.
Turn savings into real progress.
Know where the month went.
Assets minus debt. Instantly clear.
Your independence number, mapped.
Plan the trip. Split the spend.
Private notes. Locked on your terms.
Loans tracked before they track you.
We use multiple layers of protection to make sure your information stays private. Your data lives in a Vault that is built with same advanced technology as the most trusted financial apps. We never share or sell your data and we follow a strict policy which means even we cannot see your personal financial numbers.
Auto Sync is a feature that keeps your information updated on all your devices at the same time. Whenever you make an update it is instantly protected in your vault. This means that if you replace your phone or use a new computer you can just sign in and all your data will be right there waiting for you.
Yes you are always in total control. While we provide a secure vault to make syncing easy for you can turn off the cloud sync feature at any time. You can keep your own personal backup in your Google Drive.
Yes you can turn off the auto sync feature whenever you like in your account preferences. When you do this your data will stay only on the device you are currently using and will not be saved to our vault.