Personal Financial OS
Your complete
financial picture.
Net worth, credit, taxes, business, and goals — unified in one precision instrument built for how you actually live.
Net Worth
$0
▲ $7,200 this month
MRR
$11,200
▲ 4.7%
Credit Score
721
+8 pts
Tax Due
$2,010
Apr 15
01Everything You Need
One platform.
No gaps.
Every financial module you've been stitching across spreadsheets, apps, and bank portals — unified.
NET WORTH · LIVE
$382,450
▲ $42,450 YTD · +12.5%
CASH
$38.2K
PORTFOLIO
$54.9K
REAL ESTATE
$266.8K
BUSINESS
$18.9K
Net Worth
Real-time tracking across cash, investments, real estate, and business assets. Milestone alerts when you cross new highs.
↑ $42,450 YTD
RECENT TRANSACTIONS
Whole Foods Market
Groceries · Today
-$87.34
Stripe Deposit
Revenue · Yesterday
+$2,400
AWS Services
SaaS · Mar 27
-$143.20
Chase Checking
Balance
$12,847
Banking
Plaid-connected live balances, transaction categorization, spending trends, and CC paydown optimizer.
Connected via Plaid
PORTFOLIO · $54,856
▲ $4,218 (+8.3%) all time
VTI
+12.4%
AAPL
+8.7%
Investments
Portfolio tracking with live prices, sector breakdown, gain/loss analysis, and FIRE calculator.
Live market data
CREDIT SCORE
EQ
714
EX
724
TU
726
▲ +8 pts since January
Credit
All three bureaus — Equifax, Experian, TransUnion — with score simulator and personalized path to 750+.
721 avg · Path to 750+
2026 QUARTERLY ESTIMATES
Q1 · Apr 15
$2,010 due
Q2 · Jun 15
$2,010
$2,783 in unclaimed deductions
Taxes
Quarterly estimates, deduction tracker, SEP-IRA optimizer, and a CPA share link with read-only access.
SEP-IRA + CPA share link
P&L · YTD
REVENUE
$43.8K
EXPENSES
$21.4K
PROFIT
$22.4K
MRR (Stripe)
$11,200
A/R outstanding
$6,300
Business
P&L, A/R aging, Stripe revenue, invoice tracker, and QuickBooks sync — all in one view.
Stripe + QuickBooks
02Built for Real Life
The numbers
that matter.
27
Financial modules
18
Live integrations
3
Credit bureaus
∞
Goals you can set
03Every View
A module for
every dimension.
Navigate your entire financial life from a single sidebar. Every module informs every other.
Net Worth
→
Goals & FIRE
→
Credit Score
→
Loans & Debt
→
Tax Planning
→
Business
→
Real Estate
→
Insurance & Estate
→
04Foresight AI
Your financial
AI on call.
Ask anything about your finances. Get specific, data-grounded answers — not generic advice.
✓ Knows your full financial picture
✓ Powered by Claude Sonnet
✓ Executes multi-step financial actions
✓ Generates CPA-ready share links
What should I do with the $6,100 in my business checking?
Here's how I'd deploy it: Pay CC debt first — drops utilization from 68% to under 20%, worth ~+35 pts on your credit score in 45 days. Hold $500 buffer. Remaining $500 goes to Q1 tax reserve due Apr 15. Your MRR covers the minimums from here.
Show me the refi savings on my student loans.
05Early Access
Join the waitlist.
Foresight Ledger is in private beta. Drop your email and we'll reach out when your spot is ready.
No spam. No credit card. Just a spot in line.
✓ You're on the list — we'll be in touch.