Wealth Manager
A private wealth manager for your household. Capture expenses from statements, cards, and cash; categorize them automatically; reconcile what slipped — all in one shared, private ledger. Then see the full picture: your net worth across mutual funds, stocks, and FD/RD deposits, and — with consent — your whole family's finances. In your household's currency.
Everything, deduplicated
Manual quick-add, PDF/CSV statement upload, and receipt-screenshot scanning all converge into one canonical record — a manual log and its later statement line merge into a single row.
Automatic, and it learns
A deterministic rules engine labels transactions on import and learns from your corrections, so categories get sharper over time. Your edits become rules.
See what slipped
Match your logged spend against bank and card statements to surface forgotten expenses and unexpected charges — both directions, no double-counting.
Where the money goes
A household dashboard with balances, budgets, savings goals, spend forecasts, category drill-downs, and a who-paid-what split between the two of you.
Net worth, not just spend
Mutual funds, stocks, FD/RD/SCSS deposits and more in one place — funds and equities priced automatically, with returns, XIRR, and allocation-vs-target at a glance. Deposits track their full lifecycle and nudge you before maturity.
Share with the people who matter
The family head invites members by email; each signs in and — with consent — shares their portfolio read-only, for one consolidated family net-worth view. Nothing is shared until they opt in.