Finance is the flagship — every account, bill, and portfolio in one ledger. Then email, calendar, and documents connect to it, so a single assistant can reason across all of it and tell you the one thing dashboards never could: what to do next. It just can’t touch a dollar without you.
Net worth, spending, portfolio, tax position, retirement track — rendered as a tight instrument panel where color only ever means something. Numbers are the hero; every figure names its baseline.
A ranked queue of things worth your attention — price hikes, idle cash, unused tax room, anomalies — each with its evidence attached. Plus an assistant that reasons across every connected domain and files anything it wants to change into an approval queue.
Finance is the spine — then email, calendar, and documents connect to it, so the system can reason the way you actually live: a renewal email, a calendar deadline, and a card charge are one story, not three apps.
Banks, cards, brokerages, and loans sync through Plaid into a single net-worth line — snapshotted daily so the trend is real history, not a re-computation.
Subscriptions and bills are inferred from charge patterns — amount stability, cadence, merchant identity — and each series shows its confidence instead of pretending certainty.
Categories, budgets, and income with a strict rule: every aggregate is a claim, and clicking it shows the underlying transactions. No number ships without its evidence.
Holdings and securities across brokerages, with performance context and a colorblind-safe chart language where color always means something.
2026 federal brackets plus all 50 states and DC live in the database — every row carries its source URL and verification date, so staleness is visible, never silent.
Projections run in today's buying power with the nominal caveat attached. No birth year on file? It asks — it never guesses your age to fake a chart.
Read-only mail connectors surface bills, renewals, and receipts next to the transactions they explain. Bodies are never stored — sender, subject, snippet only.
A real week/month scheduler that knows your renewal dates, due dates, and paydays — so 'what's coming' is a view, not a feeling.
Statements, policies, and tax documents live in an in-app reader — a first-class destination, not a download link. Metadata indexed, contents never mined.
Ask a question that spans your transactions, your inbox, your calendar, and your portfolio — and get one answer. The assistant only sees the domains you’ve granted, proposes instead of acts, and treats everything it reads as data, never as instructions.
An AI near your money should make you nervous — unless its limits are structural. These aren’t policies. They’re load-bearing walls, enforced in types and architecture, not promises.
Link accounts through Plaid; grant read-only access to mail, calendar, and documents — or don't. Every connector is optional and every scope is the minimum.
Nightly syncs pull balances, transactions, and holdings; detection engines find recurring series, anomalies, and unused room — and snapshot your net worth as real history.
Open the Action Center to a ranked list of what matters, with evidence. Approve what you like, dismiss what you don't. The system learns which is which.
One private instance. One user. Zero ability to move a dollar without your signature. That’s the whole pitch.