Planning on top of what you already hold.

Most planning tools start by asking you to hand over an account. Ours starts from a wallet you control and positions you can already see — one view of holdings, cost basis, exposure by theme and what you're saving toward.

• One view

  Self-custody wallet balances, exchange positions and manual holdings in a single picture.

• Goals, not products

  Set a target and a horizon. We show the gap and the contribution rate, not a fund to buy.

• Honest inputs

  Every figure traces to a real price feed or something you entered. No projected returns presented as facts.

• Not open yet

  This is not live and is not financial advice. The waitlist is how you hear when it is.