This walks from income through committed costs to what might remain. Numbers are estimates from your linked data.
Not financial advice. Does not tell you to buy or sell any security.
Connect income and expenses under Expenses to see a surplus breakdown here.
Short list from your latest run—informational, not instructions to trade.
mail Weekly Digest
Run Analysis
Analyses your holdings, industry preferences, risk tolerance, and financial goals to produce
ranked investment suggestions. Works with or without holdings — no portfolio yet? You get a
starter list. Have holdings? We rank and explain each position.
Not financial advice. For informational purposes only.
Risk profile
tune
More preferences (expand to edit)
These shape how we score and explain suggestions (industry focus, Sharpe objective, loss aversion).
We'll use your linked income, expenses, goals, and budgets to adjust suggestions and explanations. You can turn this off anytime.
Generating recommendations…
Latest Results
Details include live price, trend, and recent news when market data is configured.
Click a score to see how it was calculated.
check_circle
Portfolio is on track
Your allocation is within your stated targets. No specific action needed this week.
warning
Markets are showing elevated volatility
Recommendations are shown for informational purposes. Your long-term allocation plan has not changed.
rocket_launch
Getting started
Save your preferences and run analysis to see ranked suggestions. With no holdings yet, you’ll get a starter list to explore—not a directive to buy. Not financial advice.
Portfolio Risk Snapshot
No recommendation run yet.
show_chart Scenario Modeller
Illustrative projection using Monte Carlo simulation (1,000 paths).
Projections are illustrative only. Past returns do not guarantee future results. Not financial advice.
Projections are illustrative estimates based on historical averages and the assumptions shown.
Actual results will differ. This is not financial advice.
visibility Watchlist
visibility Watchlist
Track symbols with optional price alerts. Alerts fire on daily closing price.
Price alerts are informational only.
Loading watchlist...
Add to Watchlist
Why this recommendation?
Score breakdown
How to use this page
Preferences — expand the block below and save risk, sectors, and whether to use linked cashflow data.
Surplus & digest — read these as context only; they do not tell you to buy or sell.
Run analysis — ranked cards explain scores; open details for more (still informational, not personalized advice).
This walks from income through committed costs to what might remain. Numbers are estimates from your linked data.
Not financial advice. Does not tell you to buy or sell any security.
Connect income and expenses under Expenses to see a surplus breakdown here.
Short list from your latest run—informational, not instructions to trade.
mail Weekly Digest
Run Analysis
Analyses your holdings, industry preferences, risk tolerance, and financial goals to produce
ranked investment suggestions. Works with or without holdings — no portfolio yet? You get a
starter list. Have holdings? We rank and explain each position.
Not financial advice. For informational purposes only.
Risk profile
tune
More preferences (expand to edit)
These shape how we score and explain suggestions (industry focus, Sharpe objective, loss aversion).
We'll use your linked income, expenses, goals, and budgets to adjust suggestions and explanations. You can turn this off anytime.
Generating recommendations…
Latest Results
Details include live price, trend, and recent news when market data is configured.
Click a score to see how it was calculated.
check_circle
Portfolio is on track
Your allocation is within your stated targets. No specific action needed this week.
warning
Markets are showing elevated volatility
Recommendations are shown for informational purposes. Your long-term allocation plan has not changed.
rocket_launch
Getting started
Save your preferences and run analysis to see ranked suggestions. With no holdings yet, you’ll get a starter list to explore—not a directive to buy. Not financial advice.
Portfolio Risk Snapshot
No recommendation run yet.
show_chart Scenario Modeller
Illustrative projection using Monte Carlo simulation (1,000 paths).
Projections are illustrative only. Past returns do not guarantee future results. Not financial advice.
Projections are illustrative estimates based on historical averages and the assumptions shown.
Actual results will differ. This is not financial advice.
visibility Watchlist
visibility Watchlist
Track symbols with optional price alerts. Alerts fire on daily closing price.
Price alerts are informational only.
Loading watchlist...
Add to Watchlist
Why this recommendation?
Score breakdown
How to use this page
Preferences — expand the block below and save risk, sectors, and whether to use linked cashflow data.
Surplus & digest — read these as context only; they do not tell you to buy or sell.
Run analysis — ranked cards explain scores; open details for more (still informational, not personalized advice).