Local-first wealth software for tracking assets, liabilities, investments, budgets and goals, with offline access, portfolio analysis and a local AI assistant.
Platforms
- Windows
France
EU




Local-first wealth software for tracking assets, liabilities, investments, budgets and goals, with offline access, portfolio analysis and a local AI assistant.




Plan future cash flow, net worth, debt, savings, and major life events through shared visual financial projections, scenarios, and timelines.




Read-only bank syncing combines spending categories, cash-flow views, budgets, net worth, savings goals, debt planning, and plain-English AI answers.


Track accounts, transactions, budgets, reports, and net worth in one private workspace, with multi-currency support, exports, and no ads or trackers.




Track personal and business wealth across LLCs, trusts, rentals, and partnerships, with auto-valued assets, debt categories, and math-based suggestions.




Models assets, income, debts, expenses, taxes and life-event scenarios to project retirement timing, cash flow and net worth in a browser.




Privacy-focused budgeting app for zero-based or envelope plans, manual and Siri transaction entry, bank-statement imports, reports, and synced accounts.



