Dynamic Timeline
Add/remove months dynamically. Auto-adjusts calculations for unlimited time horizons. Tracks income, expenses, savings, and investments with monthly granularity.
Complete financial management platform: Budget tracking with AI-powered ROI calculations, multi-allocation portfolio optimization, and advanced risk analytics
8 Highcharts visualizations with Cloud Sync, auto-save, and inflation-adjusted analysis
Add/remove months dynamically. Auto-adjusts calculations for unlimited time horizons. Tracks income, expenses, savings, and investments with monthly granularity.
Customizable annual yield (default 8%). Computes monthly gains with compound interest, cumulated portfolio value, and ROI % automatically.
Income vs Expenses, Monthly Breakdowns (pie), Cumulated Savings (area), Portfolio Evolution, ROI Evolution, Budget 50/30/20 rule, Multi-currency converter.
Toggle to visualize real value curves adjusted for inflation (customizable rate, default 2.5%). See nominal vs real savings and portfolio growth side-by-side.
Real-time synchronization via Cloudflare Workers + Firestore. Auto-save every 2 seconds (debounced). LocalStorage fallback ensures data safety.
Apply values to multiple months at once. Select category (salary, rent, investment), date range, and amount. Instant batch updates with auto-recalculation.
Backup entire timeline to JSON file. Import data from previous exports. Portable format for migrations and auditing.
Toggle visibility of the detailed data table. State saved in localStorage. Clean interface focusing on charts or detailed row-by-row editing.
Multi-allocation system with AI-powered Efficient Frontier and 14 advanced risk metrics
Create unlimited allocation simulations. Link to Budget Dashboard simulations. Toggle between % and EUR modes. Compare up to 4 allocations side-by-side.
Visualize 100 optimal risk/return portfolios. Plot current allocation vs efficient frontier. Identify under-optimized positions with Sharpe Ratio analysis.
4 differentiated strategies: Conservative (min volatility), Balanced (max Sharpe), Aggressive (max return), Custom (risk-profile tailored). One-click application.
Simulate portfolio performance on historical data. Compare strategies' final values, annualized returns, max drawdowns, and Sharpe ratios side-by-side.
Sharpe, Sortino, Calmar, VaR, CVaR, Max Drawdown, Volatility, Win Rate, Profit Factor, Rolling metrics, Alpha/Beta, Correlation Matrix, and more.
0-100 score analyzing: number of assets, asset class diversity, allocation balance, concentration risk, and estimated correlation. Actionable insights included.
Portfolio Evolution, Monthly Returns, Drawdown, Rolling Volatility, Returns Distribution, VaR, Correlation Heatmap, Rolling Sharpe/Sortino, Alpha/Beta, Calmar, Efficient Frontier, Backtest.
Contextual insights based on risk profile, diversification score, Sharpe Ratio, and concentration. Prioritized actions (high/medium/low) with actionable buttons.
Real-time budget tracking + AI-optimized portfolio allocations with institutional-grade analytics
From budget tracking to AI-optimized allocations in under 5 minutes
Fill monthly income, expenses, and investments. System auto-calculates ROI, cumulated gains, and portfolio value. 8 charts visualize your financial evolution instantly.
Create multiple allocation simulations. Add assets (equity, bonds, crypto, etc.) with % or EUR values. Link to Budget Dashboard for synchronized monthly investment distribution.
Run AI analysis: Efficient Frontier with 100 optimal portfolios, 4 differentiated strategies (Conservative/Balanced/Aggressive/Custom), backtest simulations, and 14 professional risk metrics.
Join smart investors using AI-powered dashboards to track budgets, optimize portfolios, and maximize returns
Free plan includes Budget Dashboard + Monte Carlo + Portfolio Optimizer