Dashboard
Allocation
Net worth by member
Tax obligations
Upcoming deadlines
Portfolio vs benchmarks
Family profiles
Named profiles for each family member
Holdings
All assets — auto-tracked, multi-currency, all converted to GBP
| Name | Type | Owner(s) | Purchase | Date | Expected (GBP) | Current (GBP) | vs Expected | CGT est. | Rate |
|---|
M=manual estimate · P=pinned+compounding · ~=auto. All values converted to GBP at live FX rates. Click "Update" to record actual value.
Debt
Mortgages, loans, credit facilities — maturity dates tracked
Upcoming maturities
Documents
Upload any financial document — Claude parses it and proposes updates
Upload document
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Drop document here or click to upload
PDF, image, or text — mortgage, investment certificate, pension statement, P60, Crowdcube, EIS
Or paste text
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Reading…
Proposed additions
Claude's notes
Payslips
Upload payslips — Claude extracts gross, net, tax, NI & pension per member
Upload payslip
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Drop payslip here or click to upload
PDF, image, or paste text below
Reading payslip…
Payslip history
Tax
Self-assessment income tax, NI, CGT — accrued but unpaid
CGT by asset
Annual CGT summary
Pensions
DC, DB, SIPP, workplace — all members
Pension projections
Pension dialogue
Financial Independence
How much do you need, at what return, to live without income?
Parameters
Path to financial independence
FIRE dialogue
Scenarios
Build 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
By category
Monthly trend
Transactions
| Date | Description | Amount | Category | Owner |
|---|
Spending coach
Benchmarks
Compare your portfolio against up to 5 market indices
Active benchmarks
Performance comparison
Return comparison
AI Advisor
Full-context financial advisor — knows your entire family picture