Your FI Copilot

The Copilot is your always-on financial guide. Talk to it in plain language to capture portfolio changes, understand where you stand today, and plan exactly how you'll reach the next stage of financial independence.

Chart Your FI Milestones

• Milestones update instantly as your net worth moves, showing percent complete and dollars left to cross each checkpoint.
• Tailor the path to the lifestyle or location you’re aiming for—let Copilot know your retirement destination and it recalculates the journey around that choice.
• Copilot keeps the next goal visible during every conversation, so you always know what progress looks like right now.

See Your Financial Snapshot

• The dashboard unifies every holding—equities, crypto, cash (USD and other currencies), private equity, and business stakes—into a single live net-worth view.
• Refresh balances on demand for full control, or opt into daily auto-updates (coming soon) for hands-off tracking and timely nudges when something changes.
• Ask Copilot “Where am I today?” and get a real-time snapshot without hunting through multiple apps.

Track Portfolio Growth Over Time

• Copilot records every journal entry generated through natural-language chat, so you can describe trades (“Add 5 ETH on Coinbase at $3,100”) and have them logged instantly in the right account.
• Review realized gains and losses with flexible filters—slice by brokerage, asset class, investment thesis, or transaction type to understand what’s working.
• Each sale is summarized with the gain/loss impact, letting you react before the numbers fade into spreadsheets.

Monitor Positions and Reallocate with Confidence

• Dive into the detailed asset breakdown to review cost basis, latest market prices, and where each position lives (exchange, brokerage, or wallet) alongside any thesis tags you’ve added.
• Spot concentration risks quickly—see how much of your net worth sits in a single asset class and use Copilot to discuss rebalancing strategies.

Update Holdings in Seconds

• Upload brokerage statements or screenshots and let Copilot’s ingestion service parse the holdings into your portfolio—no manual ticker entry required.
• Prefer to work by voice or chat? Just tell Copilot about a new buy, sell, transfer, or balance tweak and it converts that conversation into the correct journal entry across your accounts.

Your FI Copilot keeps the big picture in view, handles the tedious bookkeeping, and gives you the insights you need to stay in motion toward financial independence. Ask it anything—it’s here to help.