Manage investment portfolios with real-time value tracking and performance analysis. View asset allocation, benchmarks, and recent transactions. Access documents and download valuation and tax statements. Link and view multiple accounts.
Track expenses and categorize transactions. Set and adjust budgets using real-time analysis. Estimate for major purchases. Receive personalized financial advice via chat. Monitor budget scores and compare financial scenarios.
Track expenses and income with category-based logging. Create monthly budgets and set spending limits. View income and expense data through graphs and charts. Export data as CSV files. Store all data locally on the device without cloud syncing.
