Tools
Backdrop and planners on the same login.
A market backdrop next to calculators you can save. Not throwaway spreadsheets. They sit next to the book and the cash.
Tools
The tools
Macroeconomics
US Treasury yields, commodities, major FX, equity indices, and credit. Not your holdings.
Open in the appCompare
Side-by-side names with a shared hover on the chart.
Open in the appThesis
Why you own it stays with the lot. Overview, margins, and vs-industry cards. PDF export without a pop-up.
Open in the appPassive income
What-if yield and contribution paths on the current book.
Open in the appDividend goal
Project income against a target. Inbox at 25, 50, and 100%.
Open in the appMortgage-off
How long to pay the loan off on the current plan, next to cash.
Open in the appPayoff vs compound
Extra to the loan versus extra to the book. Select one, several, or all portfolios.
Open in the appRent vs buy
Housing math next to cash and the equity book. Yearly table export.
Open in the appContribution planner
A contribution path you can save and reopen, like the other tools.
Open in the appReady
Open the book and the household.
Create a free Master Your Money account. Holdings, income, cash, leftover, and an inbox that stays quiet until something actually crossed. One login.