Track the ledger, pace your budgets, plan debt payments, and keep the trading sleeve in check — with dashboards and planning built for how your household actually runs money.
Switch between Family and Trading modes — each with its own navigation, starting views, and metrics — without splitting your records.
Ledger, cashflow discipline, debt, and family planning — one system for household capital.
Broker-connected trading tools with risk context — separate from family books, linked to the same household rules.
Every view shares one ledger — so progress in one place shows up everywhere it matters.
Monthly CFO snapshot, brokerage allowance with remaining balance and runway, pay-period plan vs ledger, active budgets, savings goals, and leverage totals — at a glance.
Accounts and transactions with spending types, categories, and budget links that feed every summary and chart.
Recurring incomes and expenses, amounts aligned to your pay schedule, category budgets, and savings goals with optional roll-in.
Track credit cards, loans, and lines of credit with amortization previews.
Positions, risk profile charts, and options exposure advisory — the high-risk sleeve with guardrails.
Family meetings, agendas, household lists, and a closing-month overview tied to your latest numbers.
Investments, insurance, charity, taxes, and legal — qualitative and quantitative capital in one place, ready as you grow into them.
Create your household account, save your sign-in details, and open the dashboard — at home or online, the same experience.