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Assets | Capital | Earnings

Expense & Tax Management

Daily Cost Records

Track daily expenses and auto-calculate monthly & yearly cost of living.

Use case: Log daily food, rent, and transport costs to instantly see your annual living expenses.

Tax & Zakat Snapshot

Generate a full financial record snapshot to calculate tax obligations and Zakat contributions.

Use case: Calculate annual Zakat due on wealth while seamlessly preparing tax filings.

📊 Investment & Portfolio

Portfolio Aggregation

Connect multiple brokerages, crypto wallets, retirement accounts, and real estate into one dashboard.

Use case: View Robinhood stocks, Binance crypto, and pension funds all in one place.

Performance Tracking

Track returns, volatility, diversification, and compare against benchmarks (S&P 500, NASDAQ).

Use case: Spot underperformance compared to the S&P 500 and execute a rebalance.

Asset Allocation Insights

Visualize allocation across stocks, bonds, crypto, real estate, and get rebalancing suggestions.

Use case: Discover 70% of your portfolio is in tech and get actionable diversification advice.

🔮 FIRE Planning

FIRE Calculator

Personalized retirement projections based on savings rate, withdrawal rate, and lifestyle choices.

Use case: Input monthly savings and expenses to map out how to retire by 45.

❄️ Scenario Planning

Run "what-if" simulations for market downturns, early retirement, or higher expenses.

Use case: Test exactly how a 20% market crash would impact your FIRE timeline.

Goal Tracking

Track major milestones like "$500k net worth" or "retire at 45."

Use case: Get a celebratory notification when you hit your first $100k invested.

📈 Analytics & Insights

Alerts & Reports

Smart notifications for rebalancing, risk exposure, or FIRE progress.

Use case: Receive an alert when your portfolio risk unexpectedly exceeds your tolerance.

Community-Driven Insights

Anonymous benchmarking against peers on the FIRE journey.

Use case: Compare your current savings rate privately with others in your age group.

Sentiment & Market Signals

Analyze market news and social sentiment for investment decisions (Optional).

Use case: Notice rising negative sentiment around a stock you own and reduce exposure.