Why a Financial Overview exists
Broker apps show holdings. Banks show cash. Spreadsheets show yesterday. Overview unifies them so you can decide today.
Add income, expenses, banking, and portfolio once. Analytics, ratios, and AI insights compute automatically.
Business Finance OS stays hidden until your profile needs it — so students and salaried users are not overwhelmed.
How it helps day to day
Open Overview after payday or month-end. See surplus or deficit, net worth, and the next recommended action.
Jump to Budget, Goals, or Portfolio Tracker without rebuilding the same numbers elsewhere.