Take Control of Your Financial Future
No Advisor Required
I built the professional-grade financial planning system I wish I'd had 10 years ago. Track every transaction, monitor your complete portfolio, and calculate your true savings rate—all without paying advisor fees.
(See example client data below)
Why I Built This - The $20,000 Wake-Up Call
When I calculated what financial advisors were actually costing people, I was shocked. At just 1% annually, someone with a $2 million portfolio pays $20,000 a year—whether their investments go up, down, or sideways.
That fee is guaranteed. Your returns aren't.
When I looked behind the curtain, I discovered their "sophisticated wealth management" was just buying the same index funds anyone could purchase themselves. VTSAX, VTIAX, BND—funds available to anyone with a $3,000 minimum. They were charging institutional fees for retail products we already have access to.
- Their portfolio rebalancing? A simple spreadsheet calculation.
- Their asset allocation strategy? The same 60/40 mix they recommend to everyone.
- Their "personalized financial planning"? Generic advice that ignores your actual goals and timeline.
So I built the system I wished existed: transaction-level tracking that shows exactly where every dollar goes, automated savings rate calculation that reveals your true spending, professional-grade reporting with inflation-adjusted returns, and complete privacy with your data under your control.
The best part? You finally understand every financial decision you make instead of hoping someone else knows what they're doing with your money.
The Real Cost of Advisors
$20,000
Annual fee on $2M portfolio
$600,000
Over 30 years (invested)
That's money that could have been earning compound returns in your portfolio instead.
Everything You Need in One System
Transaction-Level Tracking
Every stock purchase, dividend payment, and fee tracked individually. See exactly where your money goes and how each investment performs.
Real-Time Savings Rate
Automatic calculation based on contributions ÷ total income. No manual expense tracking—just honest numbers on your dashboard.
Complete Account Coverage
401k, Roth IRA, HSA, business accounts, rental properties, private equity—track every asset type in one place.
Professional Reporting
Inflation-adjusted returns, performance attribution, and annual reports that rival what wealth managers charge thousands for.
Complete Privacy
Self-hosted on your own server. Your financial data never leaves your control. No third parties, no data mining.
Zero Ongoing Fees
Deploy once, own forever. No monthly subscriptions, no percentage-based fees, no hidden costs eating your returns.
Ready to Take Control?
Stop paying advisor fees for basic portfolio management. Start building wealth with the tools professionals use.