Make smarter money decisions, faster

Organize your finances with simple tools designed for clarity and confidence

My Wealth Playbook NET WORTH €200K PROJECTED €699K STATUS ON TRACK Wealth Trajectory Retire Allocation Equities Bonds Real Assets Crypto Cash
My Wealth Playbook About You Portfolio Goals Dashboard About You Basic information to personalise your plan Current Age 28 Retirement Age 50 Life Expectancy 85 Risk Profile Moderate Scenario Optimistic Net Return After Tax 3.63% Annual Spend in Retirement €50,000 Continue →

No spreadsheet. No jargon. Just clear tools to help you decide

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Couple planning their financial future together
1

Start with your financial reality

Input your income, expenses, assets and debts in one place. Get a clear, organized view of your finances without spreadsheets or guesswork

My Wealth Playbook NET WORTH €200K PROJECTED €699K STATUS ON TRACK Wealth Trajectory Retire Allocation Equities Bonds Real Assets Crypto Cash
My Wealth Playbook About You Portfolio Goals Dashboard About You Basic information to personalise your plan Current Age 28 Retirement Age 50 Life Expectancy 85 Risk Profile Moderate Scenario Optimistic Net Return After Tax 3.63% Annual Spend in Retirement €50,000 Continue →
2

Define your goals and priorities

Set objectives like saving, investing, debt reduction or major life decisions. We help you focus on what actually matters - not everything at once

Emergency Fund Calculator RECOMMENDED MONTHS 6 months TARGET EMERGENCY FUND $24,000 Risk Assessment Low Risk Stable employment · No dependents · Dual income Your Progress CURRENT $10,000 STILL NEEDED $14,000 MONTHS TO GOAL 28 months
Budget Optimizer INCOME €5,200 EXPENSES €3,800 CASH FLOW +€1,400 SAVINGS 18% Spending vs Cohort Average Housing (30%) On Track Food (14%) Above Savings (18%) On Track Transport (10%) On Track Healthcare (8%) On Track Cohort: Age 30 | Couple | €50k-€100k
3

Get clear answers you can act on

Turn your data and goals into clear recommendations, insights, and next steps so you can make confident decisions faster

Rent vs Buy Calculator Renting Total Rent Paid $168,000 Insurance $1,400 Total Cost $169K Buying Mortgage + Costs $283,000 Home Equity Gained +$178,000 Net Cost $105K Buying Saves $64K Over 7 years, buying builds $178K in equity while renting costs $64K more with no asset to show
Scenario Analysis PESSIMISTIC €1.37M MODERATE €983K OPTIMISTIC €729K Drawdown Projection Portfolio balance through retirement Pessimistic Moderate Optimistic

All the tools you need, in one place

Rent or Buy

Compare renting vs buying with full tax implications and regional data

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Emergency Fund

Calculate exactly how much you need for 3-6 months of expenses

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Debt Payoff

Create a clear strategy to eliminate debt faster with snowball method

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Budget Optimizer

Track spending and optimize your budget with 50/30/20 rule

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Retirement Planner

See if you're on track to retire comfortably and when

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Asset Allocation

Build a diversified portfolio based on your risk tolerance

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FIRE Calculator

Track your progress to financial independence and early retirement

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Tax Optimizer

Minimize taxes with strategic planning for US and EU residents

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Net Worth Tracker

Monitor your assets, liabilities, and net worth growth over time

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Financial Education

Master the basics with interactive courses and quizzes

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Financial Assessment

Discover which tools you need most with a 5-minute assessment

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Premium Tools

Unlock advanced calculators and personalized recommendations

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