Privacy-focused hub for your total Net Worth.
Import CAS or manually list Stocks, MF, Real Estate, and Gold.
Categorize by Liquidity (High/Low) and Risk profile.
Compare current allocation against target risk profile.
Identify sell/buy actions to maintain diversification.
Percentage of Net Worth convertible to cash in < 48 hours.
Dynamic return auditing accounting for inconsistent inflows.
Detection of redundant risk across different mutual funds.
Zero-Server Parsing
CAS statements are parsed locally using in-browser WASM engines. Your financial identity never leaves your device.