Calculate metrics such as present value, future value, and net present value. Analyze investments with IRR and NPV. Perform bond valuation and cash flow analysis. Support amortization, loans, and Canadian mortgages.
Check account balances, transfer funds between internal and external accounts, make remote deposits, and schedule loan payments. View transaction history and set up payment reminders.
Track net worth by listing assets and liabilities. Set goals and monitor progress. Forecast future income and expenses. Analyze spending patterns and receive personalized insights. Create a roadmap with milestones to guide long-term planning.
