iPhone & iPad
One monthly habit. Every account tracked, every trend visible, every goal within reach.
See It In Action
Complete Coverage
From cash and investments to loans and mortgages, every account lands in one place with custom types when you need them.
Insights
See your top movers, liquidity split, velocity trend, and FX exposure — not just a balance sheet.
FIRE Planner
Set your FI number, your bridge corpus, and your target ages. Your real portfolio fills the bars as you save — grounded in SWR math.
Snapshot History
Add a snapshot once a month. Every account, every value, every change — stored privately in SwiftData and synced via iCloud.
Privacy-first
One monthly habit. Every account tracked, every trend visible, every goal within reach.