Investments
Holdings ledger with quiet edit actions — not a brokerage.
Common is a household workspace: accounts and transactions, budgets and goals, benefits and taxes as reports — plus a clean path for external AI to help without becoming the system of record.
Safe-to-spend and cash flow first. Swipe or click to cycle chart modes. Everything else lives on dedicated pages so the first screen stays calm.
Searchable ledger with refine, bulk edit, and category sheets — not a feed of cards.
Budgets, goals, recurring items, and scenarios in sparse rows.
Advice fit and living findings above the fold.


Connect AI mints short-lived credentials. Durable keys live in Integrations with scopes you control. Structured write-backs land as findings and planning changes you can audit.
Holdings ledger with quiet edit actions — not a brokerage.
Catalogs and report workspaces. Not a filing engine or advice guarantee.
Passkeys, MFA options, household lock, and revocable tokens. Details