Custom Charts.
Ask for any view of your finances in plain English and your CFO draws it from your live data. Pin the ones you want to keep.
CFO note: 40% of your assets are locked in things you cannot liquidate this month.
CFO note: VTI alone is 29% of your invested portfolio, most of it inside the taxable account.
CFO note: Combined liability across the umbrella and the homeowner policy is $3M, comfortable against a $3.2M net worth.
CFO note: Real estate is your largest holding at 35% of assets. The mortgage against it is 95% of what you owe.
Illustrative preview · sample data, no personal information
From question to chart to dashboard.
Ask in plain English
Cash flow by category over twelve months. Net worth against the S&P. Concentration by custodian. If you can say it, your CFO can draw it.
Pin what matters
Keep up to six charts pinned to your dashboard. Your foundational views stay one glance away.
An archive that remembers
Every chart you have ever asked for is kept, searchable and ready to revisit.
One picture. Working around the clock.
Connect your accounts and your CFO starts reading.