Your Complete Personal Finance Platform
Track your net worth, visualize investments, and make confident financial decisions. Manage your wealth with powerful tools for portfolio simulation, tax optimization, and comprehensive financial planning.
Unified wealth dashboard
Track assets, debts, and goals in one place. Connect your calculators to the same data and save snapshots over time.
- Net worth tracking with asset + liability breakdowns.
- Goal planning with monthly contribution targets.
- Launch calculators prefilled with your profile data.
Financial Calculators
Free tools to help you plan and optimize your finances
Mortgage Calculator
Calculate monthly mortgage payments with full amortization schedule. Compare fixed vs ARM loans and see PMI costs.
Try it nowRent vs Buy Calculator
Compare renting vs buying with hidden costs included. See which option is best including opportunity cost analysis.
Try it nowTax Calculators
Estimate your federal and state tax liability with detailed bracket breakdowns.
Try it nowRSU Tax Calculator
Calculate taxes on RSU vesting. Understand why 22% withholding isn't enough and strategies to minimize your tax burden.
Try it nowVehicle Calculators
Compare financing vs leasing options and calculate monthly payments.
Try it nowCar Lease Calculator
Calculate your car lease payment. Understand money factor, residual value, and capitalized cost to negotiate better deals.
Try it nowWash Sale Calculator
Detect IRS wash sales in your stock trades. Calculate disallowed losses and cost basis adjustments.
Try it nowPortfolio Simulator
Import supported brokerage exports (Fidelity CSV today) and simulate trades. Analyze lot-level tax implications and detect wash sales.
Try it nowLatest Articles
Expert insights on personal finance and investing
Year-End Tax Loss Harvesting Checklist (2026): Capture Losses Without Wash Sales
A practical year-end checklist to harvest losses, avoid wash sales, and document cost basis correctly before you file.
RSU W-4 Withholding Adjustment Guide (2026): Avoid a Surprise Tax Bill
RSU vesting often creates a withholding gap. Use this step-by-step W-4 adjustment guide to cover your RSU tax bill without overpaying all year.
RSU Vesting and Sale Planning: A Simple Plan to Avoid Wash Sales and Tax Surprises
RSU vesting creates ordinary income, but your sale plan determines capital gains and wash sale risk. Use this simple framework to decide what to sell, hold, and harvest.
Free Tools
All calculators are completely free to use with no sign-up required.
Expert Insights
Clear explanations of complex financial topics in plain English.
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