Your 401(k), IRA, brokerage, and bank accounts — finally in one place. Track spending across all your accounts, optimize your budget, and stay on top of your finances. Then go deeper — investment analysis across your equity positions and options, Roth conversion ladders, tax-loss harvesting, covered call strategies — calculated from your actual holdings, not generic rules of thumb.
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Bank accounts, credit cards, brokerage — see all your spending and balances in one place, with AI-powered budget analysis and actionable recommendations.
Track your spending, model Roth conversions, optimize Social Security timing, and run Monte Carlo projections — all from your actual account data, not estimates.
You manage your own accounts and want the math done precisely. Investment analysis, concentrated stock and covered call scenarios, exact tax costs, and budget tracking from your actual numbers — not generic rules of thumb. Use it before your CPA appointment, not instead of it.
Model every claiming scenario for you and your spouse, breakeven analysis, survivor benefit coordination, taxation thresholds. Know the dollar difference before you file.
IRMAA-aware multi-year conversion planning, calculates the optimal annual conversion to fill your bracket without triggering Medicare surcharges. Your specific numbers, not a rule of thumb.
4-scenario analysis of qualified vs non-qualified treatment, model the exact tax cost before you write the next contract. See the after-tax yield, not just the premium.
Powered by Claude AI, personalized 9-section tax analysis: bracket headroom, TLH opportunities, deduction optimization, Roth timing — in plain English with your actual numbers.
1,000 simulations, two-phase retirement modeling, probability of success across market scenarios. See where your plan holds and where it doesn't, before you retire.
Vacation home, rental property, car. Full financial impact: cash flow, net worth effect, opportunity cost, break-even. Know the real cost before you commit.
Link bank, brokerage, and retirement accounts via Plaid. Takes 2 minutes. FinAdvisor™ reads your actual balances, holdings, and cost basis — not estimates.
FinAdvisor™ maps your net worth, tax exposure, portfolio concentration, and retirement trajectory automatically. No spreadsheets, no manual data entry.
Ask the AI advisor anything or explore auto-generated strategies for your specific situation. Every answer is built from your numbers, not a generic calculator.
7-day free trial included. No credit card required.
"I've used Empower, Boldin, and a fee-only advisor. FinAdvisor™ is the first tool that actually modeled my covered calls correctly and showed me the tax difference between strategies. Saved me from a $40,000 mistake."
"The Roth conversion ladder alone is worth the subscription. It found $127,000 in tax savings over 7 years I was leaving on the table. My CPA confirmed the math."
"Finally a tool that treats me like an adult. I put in my actual numbers — NVDA concentration, covered calls, IRA balance — and got a real analysis in 30 seconds."