One Platform for Your Financial Goals
Grow Wealth Smarter with AI-Powered Net Worth Management
# Investing AssistantWhat is One Platform for Your Financial Goals?
Track real estate, net worth, and spending with AI‑driven budgeting, forecasting, and tax-optimized insights. Real-time portfolio analytics, mobile-first, open-source, and secure. Ideal for investors and finance-focused individuals.
Problem
Users manage finances using separate tools for budgeting, investment tracking, and tax optimization, leading to fragmented data, manual analysis, and missed tax-saving opportunities.
Solution
An AI-powered financial platform where users track net worth, spending, and real estate, with AI-driven budgeting, tax-optimized insights, and real-time portfolio analytics. Examples: predicting cash flow, recommending tax-efficient strategies.
Customers
Investors, high-net-worth individuals, financial advisors, and finance-focused professionals seeking consolidated, data-driven wealth management.
Unique Features
Combines AI-driven net worth forecasting, tax optimization guidance, open-source security, and mobile-first real-time analytics in one platform.
User Comments
Simplifies tracking multiple assets
AI tax tips saved me thousands
Real-time portfolio alerts are invaluable
Mobile app needs more customization
Secure and transparent via open-source.
Traction
Launched 2023, 2.3k+ ProductHunt upvotes, 50k+ downloads, $400k+ MRR, 95% user retention rate, founder has 12k followers on X.
Market Size
The global robo-advisory market is projected to reach $2.5 trillion in assets under management by 2027 (Statista).
