This is a portfolio demo. Every account, balance, holding and transaction below is fake sample data, generated fresh in your browser — nothing here touches a real bank or brokerage. It's the same interface I use privately, where a script pulls real transactions from SimpleFin Bridge, auto-categorizes them, and syncs holdings; that version runs on my own machine and behind auth, never on a public server. Edits you make here stay in this tab only and reset when you close it.
Period:
Spending over time
real purchases only — transfers, card payments & investing excluded
By category
where the money went
Top merchants
biggest places your money went this period
Income vs. spending by month
full synced history — green is money in, red is money out, the line is what you kept
income spending net kept
Spending & cash accounts
No spending accounts synced yet.
Monthly goals
Set a monthly spending cap per category. Progress tracks this calendar month, saved to your account.
Add a manual transaction
Negative = spending, positive = income. Manual entries stay in this browser only.
Transactions
Category:Tip: click a category tag to re-file it →
Date
Account
Merchant
Category
Amount
No transactions in this view.
No investment accounts yet. Once your Schwab (or other brokerage) connection syncs, its holdings appear here — positions, growth, and the Roth-vs-taxable split. Investment accounts are the ones SimpleFin returns with a holdings list.
Account mix
Roth vs. traditional vs. taxable — by market value
Allocation
by position
Investment accounts
Holdings
What you own, and how each position has grown vs. its cost basis.
Symbol
Name
Account
Shares
Price
Value
Cost
Gain
Accounts are connected but no positions were returned. Some brokerages report only a balance.
Set the fixed money that comes and goes every month — rent, subscriptions, and the weekly Jackson School stipend — so you always see what's committed.
Monthly forecast
Recurring items
Detected from your history
Merchants that recur across your synced transactions. Add the ones that are truly fixed.