Run money operations and stock decisions from one clean system.
Separate product surfaces for bookkeeping and portfolio management keep the daily workflow fast, while the shared backend keeps accounts, transfers, trades, and reporting connected.
Accounts, categories, payees, budgets, and recurring activity in one operational flow.
Broker cash, holdings, trades, lots, and AI-assisted analysis with clearer portfolio workflows.
Workspace switching, member access, and settings stay consistent across both product surfaces.
Ledger operations, planning, automation, and workspace administration live in a focused cashflow product.
Broker operations, portfolio records, and AI research live in a distinct investing surface built for analysis.
The data model stays linked, but the frontend now guides users by intent instead of by raw backend structure.