Why a Financial Overview exists
Broker apps show holdings. Banks show cash. Spreadsheets show yesterday. Overview unifies them so you can decide today.
Add income, expenses, banking, and portfolio once. Analytics, ratios, and AI insights compute automatically.
Business Finance OS stays hidden until your profile needs it — so students and salaried users are not overwhelmed.
How it helps day to day
Open Overview after payday or month-end. See surplus or deficit, net worth, and the next recommended action.
Jump to Budget, Goals, or Portfolio Tracker without rebuilding the same numbers elsewhere.
What the Overview shows
The top of the page summarises net worth and what it is made of, from investments and cash to other assets and debts. Next to it, Safe to spend today shows what is left for the rest of the month after bills, EMIs and your savings target. Goal meters show how far each goal is on track, and the financial health score lists the area with the most room to improve.
Portfolio values carry a freshness badge, so you can see when prices were last updated rather than assume they are live. AI insights cite figures from your own records and say when there is not enough data, instead of filling gaps with estimates.
An optional weekly report and daily brief summarise what changed, and paid plans can export a PDF report or a CSV ledger when you need the numbers outside the app.
A ten-minute monthly review
After month-end, check four things in order: did spending stay within take-home pay, did the savings rate move, how did net worth change and why, and how many months of essential expenses your liquid savings now cover. If one of them slipped, the linked module, whether Budget, Debt, Goals or Portfolio, is one click away. Writing down one action for the next month is usually enough.