Visualize
Your Path
To Financial Freedom
Join thousands of investors who trust our platform
for their wealth management and financial growth.
AI-Powered Portfolio Intelligence
Our advanced AI platform delivers comprehensive portfolio tracking and personalized investment advice to help you reach your financial goals
| Category | Value (GBP) |
|---|---|
| Total Assets | 1,634,480 |
| Total Debt | 305,200 |
| Net Worth | 1,329,280 |
| Annual Rental Income | 84,000 |
- Debt-to-Asset Ratio: 19% (moderate debt level)
- Strengths: Significant asset base, rental income, tax-advantaged accounts
- Red Flags: High debt, asset concentration
- Areas to Improve: Diversification
Portfolio Visualization
Current Asset Dashboard
Visualize your entire investment portfolio in real-time. Track performance across all asset classes with our intuitive, comprehensive dashboard.
Future Projections
See where your investments are headed with AI-powered projections and scenario modeling. Make informed decisions based on data-driven forecasts.
Retirement Planning
Plan your path to retirement with confidence. Our AI analyzes your portfolio and helps you optimize for long-term financial security and growth.
Personalized Financial Advice
Get personalized financial guidance powered by advanced AI that understands your unique situation. Our advisor analyzes your portfolio, goals, and market conditions to help you make smarter financial decisions.
AI Financial Advisor
Provides rapid insights and personalized recommendations for your day-to-day financial decisions.
Deep Thinking AI
Performs complex market analysis and processes extensive historical data for strategic investment decisions.
Fine-tuned AI
Adapts to your personal financial habits and preferences over time, becoming more accurate with each interaction.
Investment Simulations for Financial Freedom
Test different investment strategies with our sophisticated simulation tools before committing your money. Visualize potential outcomes based on your risk tolerance, time horizon, and financial goals.
Risk Profile Comparison
Compare how conservative, balanced, and aggressive investment approaches might perform over time based on your specific financial situation
Dashboard Projections
View detailed projections in your dashboard that show potential future portfolio values, income streams, and retirement readiness
Simple, Transparent Pricing
Choose the plan that works for your financial needs.
Free
Perfect for getting started
Dashboard: Track your assets and monitor your financial performance
Asset Limit: Add up to 10 assets
Financial Advice: Receive limited financial advice to help you get started
Premium
For serious financial planning
Dashboard: Track your assets and monitor your financial performance
Asset Tracking: Enjoy unlimited asset tracking
Financial Simulation: Access tools to model and optimize your financial strategies
Enhanced Financial Advice: Enjoy unlimited, in-depth financial advice
Future Integration: Coming soon: Integration with bank and trading platforms for a more seamless experience