Fully custom assumptions.
Build financial models with your own assumptions. Customize every aspect of your financial plan from assets and liabilities to income and expenses.
Assets
Define custom assets with rate of return, volatility, and liquidity preferences.
Investment PortfolioReal EstateRetirement Accounts
Liabilities
Track custom loans and debts
MortgageAuto LoanStudent Loans
Income
Model custom income streams
SalaryDividendsRental Income
Expenses
Plan for recurring and one-time expenses with inflation adjustments.
Living ExpensesHealthcareEducation
Savings
Create custom saving flows into your assets
Investment ContributionsEmergency Fund
Purchases
Plan future asset purchases and their funding methods.
Home PurchaseInvestment PropertyVehicle
Sales
Model future asset sales
Home SaleStock LiquidationBusiness Exit
Settings
Configure planning timeframe, cash flow handling, and liquidation rules.
Time HorizonCash Flow HandlingLiquidation Rules
Pricing
What's included:
- Unlimited financial scenarios
- Custom assets, liabilities, income & expenses
- Advanced cash flow projections
- Future asset purchases & sales modeling
- All future updates and features
- No recurring fees or subscriptions