Time to ditch your messy spreadsheets. Our main dashboard helps you monitor your overall net worth over time and understand how it can be broken down by asset class.

Our three investment dashboards give you detailed information about the performance of your listed assets (stocks, crypto...), angel tickets and fund investments.

Capture important details of your life, account for inflation and taxes, and define your own milestones.

Build simple but rich financial plans that help you make better financial decisions and reach your goals.

Simply enter your past transactions, and we’ll tell you exactly how much return you made on an investment.

Track IRR, multiple and P&L for public assets, angel tickets as well as fund investments.

Enter your grant information and we’ll automatically build a vesting schedule for you.

Build valuation scenarios to estimate how much your stock options are worth.

Log exercise and sale events to keep a truthful picture of your stake and potential.

We offer a secure digital vault to store all your important financial documents, making them easily accessible whenever you need them.

Gain peace of mind knowing that your information is secure, organized, and at your fingertips.

Whether you're sharing insights with family members or working closely with your advisors, shared space makes collaboration seamless while keeping you in control of your financial information.

Switch seamlessly between different spaces while keeping everything organized.