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Voice assistant and MCP server access. Ask your finances out loud and connect AI tools like Cursor and Claude to your data.

Connect your bank and credit card accounts via Plaid for automatic transaction sync across all your accounts.

Budget tracking and insights. Set limits by category, track spending, and see where your money goes.

Goals, debts, and a strategy dashboard. See where you stand and where you're headed.

Portfolio view, holdings by account, and gain/loss tracking. See your investments in one place.

Assets vs liabilities breakdown and net worth by account type. Get a clear picture of your balance sheet.