Dashboard
Allocation
Net worth by member
Tax obligations
Upcoming deadlines
Portfolio vs benchmarks
Holdings
All assets, liabilities & tax obligations — auto-tracked from baseline date
| Name | Type | Owner | Start amount | Start date | Expected today | Actual / est. | vs Expected | CGT est. | Rate/yr |
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* "Expected today" = start amount compounded at your assumed rate. "Actual / est." = pinned value grown forward, or auto-estimate. Delta = outperformance vs your own assumption. Click 📌 to record a corrected actual value and log it to history.
Family profiles
Named profiles for each family member — drives tax, pension & FIRE calculations
Debt
Mortgages (by tranche), loans, credit facilities — maturity dates tracked
Upcoming maturities & rate changes
Documents
Upload any financial document — Claude parses it and proposes updates to your portfolio
Upload document
📄
Drop document here or click to upload
PDF, image (JPG/PNG), or text file
Mortgage agreements · Investment certificates · Pension statements · P60 · SA302 · Valuations · Crowdcube/Seedrs · EIS certificates
Or paste text / describe document
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Reading document…
Proposed additions & updates
Claude's notes
Tax
Self-assessment income tax, NI, CGT — accrued but unpaid
CGT bootstrap — accrued gains on existing assets
For each asset with unrealised appreciation, we estimate CGT below. You can override cost basis per asset in Holdings.
Annual CGT summary
Pensions
DC, DB, SIPP, workplace — all members
Pension projections
Pension dialogue
Financial Independence
How much net worth do you need, at what return, to live without income?
Parameters
Path to financial independence
FIRE dialogue
Scenarios
Build, save, and compare named financial scenarios
Spending insights
Upload bank / credit card exports — Claude categorises everything
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Drop CSV or click to upload
Supports Monzo, Barclays, Starling, Amex, Lloyds — Claude will parse any format
Data stays in your browser — nothing is sent except to Claude for categorisation
Spending by category
Monthly trend
Transactions
| Date | Description | Amount (£) | Category | Owner | Edit |
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Spending coach
Benchmarks
Compare your portfolio against up to 5 market indices
Active benchmarks
Performance comparison (annualised, simulated from portfolio start date)
Return comparison table
AI Advisor
Full-context financial advisor — knows your entire family picture