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
Calculate IRS wash sales in your stock trades. Free 30-day rule checker with FIFO, LIFO, and specific lot support. Detects disallowed losses and cost basis adjustments for stocks, options, and RSUs.
Try it nowPortfolio Simulator
Free tax loss harvesting tool and portfolio tax optimizer. Import Fidelity or Robinhood holdings, simulate trades, detect wash sales, and minimize capital gains taxes with lot-level analysis.
Try it nowLatest Articles
Expert insights on personal finance and investing
Wash Sale Rules Complete Guide (2026): Every Scenario Explained with Examples
The IRS wash sale rule disallows your loss deduction when you buy back a substantially identical security within 30 days. This guide covers every scenario—direct repurchases, DRIPs, IRAs, options, spousal accounts, and more—with concrete dollar examples.
SALT Deduction 2026: The New $40,000 Cap and What It Means for You
The SALT deduction limit jumped from $10,000 to $40,000 starting in 2025. Here is what homeowners in high-tax states need to know about the new cap, the income phaseout, and whether itemizing finally makes sense again.
RSU Complete Guide 2026: How Restricted Stock Units Work, Vest, and Get Taxed
Everything you need to know about RSUs in one place: how they work, vesting schedules, tax withholding traps, when to sell, and how to avoid costly wash sale mistakes.
Free Tools
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Expert Insights
Clear explanations of complex financial topics in plain English.
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