Financial Intelligence

From quick insights to deep analysis - all connected in one platform.

Financial Analyzers

Select your situations to get personalized insights

Financial Health Check

I have 3-6 months of expenses saved25pts
I have minimal high-interest debt20pts
I regularly contribute to retirement20pts
I track my income and expenses15pts
I have adequate insurance coverage10pts
I have diversified investments10pts
Financial Health Score
0/100
Needs Work

Risk Profile Analyzer

I am under 40 years old
I have a stable income
I won't need this money for 10+ years
I'm comfortable with market volatility
I can handle 20%+ portfolio swings
I prefer growth over safety

Budget Priority Finder

Select your biggest spending challenges:

High housing costs (rent/mortgage)
Car payments and maintenance
Dining out frequently
Subscriptions and entertainment
Impulse purchases and shopping
Credit card and loan payments

Financial Calculators

Quick and effective tools for your financial planning

Emergency Fund

$3,000
$5,000
6 months
Target Amount
$0
Still Need
$0

Debt Payoff

$5,000
18%
$200
Payoff Time
0y 0m
Total Interest
$0

ROI Calculator

$10,000
$15,000
2 years
Total ROI
0.0%
Annual ROI
0.0%

Ready to explore financial insights?

Start with quick insights or dive deep into analysis - the choice is yours.