Settings

Preferences

Pick a currency and theme. Set your monthly income to power the savings-rate calculation. Everything is stored locally.

Currency

Choose your reporting currency. Auto-detected from your browser on first visit.

Display currency

All amounts are formatted with the locale of the selected currency.

Choose how the dashboard looks.

Used for savings rate and benchmark comparison.

Monthly take-home income

Portfolio base date

Bill reminders and goal milestones (coming soon — all in-browser).

Enable in-app notifications

Your data lives in this browser. Export regularly to back it up.

Resetting clears all investments, expenses, goals, EMIs, and the audit log from this device.

The AI runs a large language model directly in your browser via WebLLM. No data is ever sent to any server — everything stays on your device.

Enable AI model (WebLLM) Disable chat widget

Uncheck "Enable AI model" to use the rule-based engine instead. Check "Disable chat widget" to hide the floating chat bubble entirely.

Data is stored as plaintext in your browser.

AES-256-GCM encryption. Passphrase is never stored — enter it each session to unlock.

All settings auto-save.