01Demo
Unified dashboard
See a consolidated picture of your accounts, balances, goals and activity in the demo.
Explore the prototype
Start with the big picture.
Explore Home, Holdings, Health, Tax, News, TRUSTSPHERE AI, Leaderboard, and Settings and Privacy. Personal finances use sample records in the demo; news and whale disclosures use dated public sources.
02Demo
Manual entry for other assets
Add accounts and balances yourself to start shaping your financial overview.
03Demo
Goals and actions
Set a target and deadline, see monthly contributions and get concrete next steps. Compare your combined goal plan with your savings budget.
04Demo
Smart Redemption
Explore emergency withdrawals by asset group, protect holdings and preview changes to your allocation. Compare dated LAS and LAMF references, interest and collateral scenarios.
05Demo
Holdings and filters
Explore recorded accounts with search, account-type and currency filters, and dimensional card or list views.
06Demo
Risk analysis and stress tests
Review balance-based concentration and cash-flow health. Try transparent what-if calculators; market-shock stress tests are planned.
07Demo
TRUSTSPHERE AI
Explore a conversational assistant designed to explain your financial picture in plain language.
08Demo
Tax view and tax-season pass
Record acquisition costs and sales, calculate gains after entered fees, filter financial years and export a CSV for your CA. Records stay on this device; tax filing is not included.
09Demo
News sentiment
Browse dated CNBC and BBC News headlines, search topics and explore transparent keyword signals, with links to the original reporting.
The roadmap
A vision that grows with you.
These capabilities are planned, not promises of availability. Timing and integrations depend on development, partnerships and review.
01Planned
Statement and CSV import
Bring supported holdings into one view from statements and broker files.
02Planned
Crypto import and prices
See crypto alongside other holdings, with supported imports and price information.
03Planned
Weekly digest
Return to a short set of plain-language observations about your portfolio.
04Planned
Family and adviser seats
Share a view with the people you choose as the product evolves.
05Planned
Opt-in leaderboard
A future community experience using an anonymous handle.
06Planned
Paid plans
Planned subscriptions with clear feature limits. Pricing is still under review.
07Planned
Broker connection
A planned read-only connection to supported brokers with your consent.
08Planned
GIFT City statement import
Planned support for statements from compatible GIFT City investment accounts.
09Planned
TRUSTSPHERE AI voice
A planned voice interface for the same clear, contextual financial explanations.
Future ideas also include read-only broker connections, GIFT City statement import, voice interaction and broader market coverage. They are not live integrations in this demo.
YOUR NEXT STEP