Setup your future for financial success
Track and forecast your accounts like a pro. No more spreadsheets, no more guesswork.
WHAT WE DO
We offer a variety of services
Forecast
Forecast your net worth
Project how your accounts are expected to grow over time with recurring contributions and growth rates
History
Account balance history
Track your net worth or specific account balances over time. Easily export your data to a CSV/Excel format.
Accounts
Manual entry or link accounts
Seamlessly connect your accounts to automatically update balances and projections. Manual entry is also an option.
GOALS
Set and track financial goals
Track
Track progress towards a specific date or value, targeting some or all of your accounts.
Adjust
Optionally apply adjustments to your account contributions or growth rates when goals are met.
FORECASTS
Forecast your account values
Forecast
Forecast a subset of your accounts to see how they will grow over different time periods.
Custom
Create custom assets or liabilities to help answer questions like "What if I invested in the S&P 500 for 30 years?"
Create a free account to get started. No credit card required.