Your personal financial co-pilot
Connect your accounts, plan & get investment guidance towards your goals, and track your progress — all in one place.
Investments
3 accounts
$47,892.41
Fidelity 401(k)
Fidelity
$32,450.00
Cash: $1,200.00
Roth IRA
Vanguard
$12,892.41
Cash: $450.00
Brokerage
Charles Schwab
$2,550.00
Cash: $2,550.00
See your full picture
Securely connect all your accounts to see your true household net worth
Chat with AI that knows you
Get answers and unique insights on your investments, spending and goals
$90
spent so far
$5,000
total budget
$450
$132
Build smarter budgets
Know your spending is under control, with budgets that auto-categorize your spending
Monitor performance
Track your investments against the markets to know how your money is really doing
Equity
42%
$7,248.72
Fixed Income
25%
$4,316.50
Crypto
15%
$2,589.90
Alternatives
12%
$2,071.92
Cash
6%
$1,035.96
Visualize your allocation
See where your money is and whether it matches your goals
I'm 32 with $50k saved. Should I max out my 401k or pay down my student loans first?
Great question! If your employer matches 401k contributions, capture that first, it's free money. Then focus on loans above 6% interest. I can build you a custom payoff plan.
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Talk to human financial experts and planners when you need them
...and so much more
