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Wealth & Investing
Capital, considered.
Portfolio management, risk, and performance attribution for serious investors.
Capabilities
Designed for capital sophistication.
Holistic portfolio
Public, private, real estate, and alternative assets in one view.
Performance attribution
Decompose returns by sector, factor, and decision.
Risk & exposure
Concentration, correlation, and scenario stress-testing.
Tax-aware
Lot-level optimization and harvest planning.
Cash management
Treasury yields and laddering across entities.
Reports that travel
Family office and advisor-ready exports.
AI Copilot
Ask anything across your financial world.
Conversational intelligence built on your unified ledger grounded, auditable, and context-aware.
Copilot · grounded response
How much runway does my business have?
Based on current burn of $84,210/mo and cash position of $2.27M, your runway is 27 months. Treasury yield extends that to ~28.4 months.
Sources: Ledger · Portfolio · Cash accounts
Built for
InvestorsFamily officesAdvisorsFounders