Plan income, taxes, and goals. Ingest market data. Backtest signals. Size positions by your budgeted risk.
Security-first design: read-only by default, export your data anytime, no hidden lock-ins
Plan your personal finances and analyze trading strategies with institutional-grade tools
Plan income, expenses, savings, and protection
Ingest, analyze, and backtest market data
Note: EOD data at launch; intraday and real-time quotes available on Pro tier.
Five steps to connect your financial life and trading strategy
Set income, expenses, goals, and risk tolerance
Link accounts or upload holdings (optional)
Import EOD data, corporate actions, and events
Backtest signals, calculate VaR, size positions
Monitor performance, adjust strategy, export data
Start free, get a comprehensive report, or join the waitlist for advanced analytics
Get started with essential tools
Comprehensive financial snapshot
Advanced trading & risk analytics
Individual investors and traders who want to combine personal financial planning with data-driven trading analytics. Whether you're planning retirement or backtesting strategies, we help you stay disciplined and risk-aware.
At launch, we support EOD (end-of-day) market data for Indian equities, along with corporate actions and macro indicators. Pro tier adds intraday tick data and real-time quotes where supported by data providers.
We calculate position sizes based on your budgeted risk per trade, derived from your emergency fund, income, and goals. All analytics include VaR (Value at Risk), Expected Shortfall, and drawdown metrics to help you stay within limits.
No. Broker integration is optional. You can upload portfolio snapshots manually or use our tools purely for planning and backtesting without ever connecting a live account.
Yes. All reports, calculations, and backtests can be exported as PDF or CSV. We believe in data portability—your data is yours, and there are no hidden lock-ins.