Personal Finance · Private & Local
Know where you stand.
Upload a statement and see your full financial picture on one screen — nothing hides.
Upload Bank Statement
CSV file with: Date, Vendor/Description, Debit, Credit, Balance columns
📊 Dashboard
Balance
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Spent
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Income
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Budget Used
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of budget
🛣️ Runway
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months remaining
Spending by Category
Monthly Overview
Recent Transactions
| Date | Vendor | Category | Amount |
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💚 Financial Health Score
🛣️ Runway Projector
12-month liquidity outlook · includes 10% BC cost-of-living buffer
📋 Monthly Health Summary
Finance Snapshot
Job Search Stats (optional)
| Date ↕ | Vendor ↕ | Category | Amount ↕ |
|---|
| Date | Vendor | Assign Category | Amount |
|---|
🔍 Vendor Search & Quick-Assign
Search any vendor to instantly see and update their category across all transactions.
⚠️ Unassigned Vendors
Vendors still categorized as Other — click any to quick-assign.
🏷️ Categories
All Categories
| Name ↕ | Spent ↕ | Transactions ↕ | Budget ↕ | vs Budget |
|---|
💰 Budget
💰 Money Flow Overview
↑ MONEY IN
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from transactions
NET
$0
↓ MONEY OUT
$0
actual spending
Budget Set
$0
vs Budget
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Savings Rate
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Debt Payments
$0
📥 Income Sources (your expected monthly income)
📊 Category Budgets
Actual vs limit — edit limit inline📈 Analytics
📆 Daily Spending Timeline
Click any spike to jump to those transactions
💸 Cash Flow (All Months)
🏪 Top Vendors
🥧 Spending by Category
Where every dollar actually goes
📅 Spending by Day of Week
When you spend the most
📈 Category Trends (All Months)
💎 Net Worth
Total Assets
$0
Total Liabilities
$0
Net Worth
$0
💼 Income Overview
Monthly Income
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Yearly Income
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Net Worth / Income
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years to replicate NW
Savings Rate
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income − spending
Assets
Liabilities
Net Worth Over Time
📉 Stock Watchlist
Prices update when you click Refresh. Powered by Yahoo Finance.
🪙 Crypto Watchlist
Track your favourite cryptocurrencies. Click Refresh for live prices.
🏦 Savings & Debt
📈 Compound Interest Calculator
Final Value
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Total Contributed
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Interest Earned
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💳 Debt Payoff Tracker
🏆 Who's Winning
Top indexes, ETFs, and what the ultra-wealthy & politicians are actually buying.
📊 Major Market Indexes
🗂 Top Wealth-Building ETFs
🏛️ Politicians' Portfolios — Yes, This Is Public
US politicians must disclose trades within 45 days under the STOCK Act (2012). These are their most notable known holdings based on public disclosures. Canadian MPs are not required to make similar disclosures.
💰 Billionaire Portfolios — What the 0.001% Own
Sourced from SEC 13F filings (required for funds managing $100M+), public statements, and annual letters. Holdings reflect known positions and may not include private investments.
⚡ Quick-Add Any of These to Your Watchlist
Financial Education Centre
Everything you weren't taught in school — explained simply.
Finance 101
Budgeting, saving, credit scores & more
5 topics • ~15 min read
Investing 101
Stocks, ETFs, accounts & strategies
6 topics • ~20 min read
Crypto 101
What it is, how it works, how to buy safely
6 topics · Beginner · ~20 min
Tax & Planning
Canadian tax basics, TFSA, RRSP & FHSA
4 topics • ~15 min read
Finance Quiz
Test what you know. No grades, just learning.
~5 min • Instant feedback
Glossary
40+ financial terms explained simply
40+ terms • Bookmark worthy
Scams & Influencers
Rug pulls, paid promotions & how they catch you
6 topics • Must read
Security
Digital, mobile & financial security essentials
11 topics • Everyone needs this
Crypto Advanced
Market cycles, buy/sell strategy, staking & trading
5 topics · Advanced · ~25 min
Crypto Explained
DYOR, research tools, altcoins & rug pull detection
4 topics · Intermediate · ~20 min
DeFi
Liquidity pools, lending, yield farming & safety
7 topics · Intermediate+ · ~30 min
DIY Tax Guide
File your own return in under an hour, for free
6 sections • Save $100–$300 every year
What They Don't Tell You
What Wall St. & Big Banks don't advertise
12 truths • Eye-opening
Paper Trading
Build & backtest a portfolio with $0 risk
Saved locally • Persists between sessions
Did you know?
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🎯 What They Don't Tell You
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📚 Finance 101
🌱 Investing 101
🚨 Scams & Influencers
The tactics used to separate you from your money — and how to recognize them before it's too late.
🔐 Security
Protect your money, identity, and devices. Security is personal finance — one breach can cost you everything.
🪙 Crypto 101
Everything you need to know before buying your first crypto — no jargon, no hype.
🔑 Crypto Explained
Go deeper — research tools, altcoin types, DYOR framework, and how to spot scams before you invest in anything beyond BTC/ETH.
🍁 Tax & Planning (Canada)
🦈 Crypto Advanced
⛓️ DeFi — Decentralized Finance
Liquidity pools, lending, yield farming, stablecoins, and how to navigate DeFi without getting wrecked.
🍁 DIY Tax Guide — Do It Yourself & Keep More Money
🧠 Finance Knowledge Quiz
10 questions covering budgeting, investing, and more. No pressure — just learn!
🎯 What They Don't Tell You
Things the financial industry profits from you not knowing. Uncomfortable — but important.
📊 Paper Trading
Practice investing with virtual money. All data saved locally in your browser.
Cash Available
$10,000
Holdings Value
$0
Total Portfolio
$10,000
Total P&L
$0.00
🛒 Buy / Sell Stock or Crypto
📋 Current Holdings
📜 Trade History
📚 Resources
Curated links, tools, and your personal library — all saved locally in your browser.