Private beta · Waitlist open
Bring anything.
See everything.
Everything you own — every brokerage account, the house, the cars, the art — organized by strategy, with rebalancing guidance and none of the busywork. Send us whatever you have, and the AI does the data entry.
- NVDA · Schwab $214,380
- VTI · Fidelity $186,920
- 12 Maple St. · appraisal $642,000
- AAPL buy · forwarded confirm needs review $18,275
The honest comparison
Broker dashboards
Show one institution at a time. Your income strategy spanning three brokers doesn't exist in any of them.
Aggregators
Demand your banking credentials, break when a page changes, and can't see your house at all. Refusing to hand over a login isn't paranoia.
Spreadsheets
Answer the strategy questions — as long as you keep doing the data entry. Most people stop by week three.
“AI finance” apps
Book whatever the model extracted. One bad parse and every total on the page is wrong, silently.
The analysis of a wealth manager, the upkeep cost of forwarding an email, and a human approval gate so the AI never gets to be wrong in your ledger.
01 · See everything
Organized by strategy, the way professionals work
Group positions into sleeves — the strategies you actually think in: income, growth, speculative, the kids' college — across every account and every broker. Each sleeve carries its own value, performance, target weight, and drift. Real estate, vehicles, art, and collectibles sit in the same ledger as the securities, so net worth means actual net worth.
When allocations drift, you see it at a glance — and get the concrete trades that would fix it, across accounts, which is exactly the chore everyone skips.
Sleeves · target vs. actual
- Income
- 32% / 30%
- Growth
- 41% / 40%
- Speculative
- 7% / 10%
- Hard assets
- 20% / 20%
Speculative is 3 points under target. Rebalance view drafts the exact trades.
02 · Bring anything
If it documents something you own, that's enough
Forward an email. Drag in a PDF. Snap a photo of a paper statement. Drop a CSV. Tell it what the appraisal said. Classification and extraction sort out confirms, statements, newsletters, and appraisals — you don't sort anything first.
There are no bank connections, no stored credentials, and no screen-scraping. Keeping the ledger current costs you the effort of hitting Forward.
- a forwarded email
- an uploaded PDF
- a photo of a paper statement
- a CSV export
- an appraisal
- a closing statement
- a broker confirm
- your bank login
Drop a statement on the welcome screen and watch your accounts appear — pending your approval, as always.
03 · You approve everything
The AI never gets to be wrong in your ledger
Everything the AI extracts lands in a review inbox as pending, and pending records are excluded from every balance until you confirm them. New accounts found in documents are never created without you. One wrong number can silently poison every total downstream — so no number counts until it's one you approved.
Enforced in the database, not just promised in the marketing.
We parsed 3 transactions from statement_march.pdf.
2 matched your records. 1 needs your review.
04 · Depth when you want it
For active traders, it goes further
Log trades as you place them and evaluate the strategy, not just the holdings: trade-level history inside each sleeve, with the cash it consumed and the result. Your entries reconcile against broker confirms when they arrive — price, fees, partial fills — and statement balances are verified against the ledger.
Discipline rules live in plain English. The system does the watching; you keep the trigger.
Trading rule · plain English
“Trim NVDA if it exceeds 30% of the growth sleeve.”
NVDA is 33.4% of growth.
Drafted: SELL 40 NVDA — suggested, never auto-confirmed.
Pricing
Never priced on assets, never per account. Thirty-day trial with full Trader features, no card. Your price never goes up while you stay subscribed.
The waitlist deal
10% off, for life.
Join the waitlist with a verified email and we send you a code worth 10% off any plan, forever — and it stacks with founding pricing if you're among the first thousand subscribers.
See your whole picture
Waitlist members get 10% off, for life, delivered to a verified email — because every number here is one you approved.