Personal Finance Platform

Plan your wealth.
Track your progress.
Achieve your goals.

A comprehensive tool to project income, expenses, and investments over 20 years — so you can make informed decisions about your financial future.

We bring together cash flow planning, equity tracking, and net worth projection into one unified dashboard — giving you clarity and confidence in every financial decision you make.

Capabilities
01

Cash Flow Planner

Model your income, expenses, and investment contributions over 20 years. Apply growth rates, inflation, and compound returns automatically.

02

Equity Portfolios

Connect brokers or import holdings. Track P&L, day changes, allocation targets, and projected returns across India and global markets.

03

Assets & Liabilities

Track real estate, vehicles, gold, and debts with monthly appreciation, depreciation, and maintenance charges projected forward.

04

Life Goals

Set future financial commitments — home purchase, education, travel — and see how they impact your available liquid assets over time.

05

Net Worth Dashboard

A unified view combining all wealth channels into projected net worth, liquid assets, and goal-adjusted balances month by month.

06

Multi-Currency & FX

Track holdings and cash flows in any currency. Automatic FX conversion to a unified USD view across all dashboards.

20yr
Forward projection horizon
6
Integrated wealth channels
5+
Broker connections supported
Currencies and holdings

Start planning your wealth today.

No credit card required. Your data stays private and secure.

Start your Wealth Journey
BETA

This platform is currently in Beta. All features are provided free of charge during this period, without any warranties or liabilities on the part of the developer. Use is at your own discretion. We welcome your feedback to help improve the experience before commercial launch.

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