15+ Powerful Features

Features That Transform Finances

From basic tracking to AI-powered coaching.

Core Dashboard

📊

Smart Financial Dashboard

Net worth, income vs expenses, and asset allocation in one view.

Net worth tracking
Income vs expense charts
Asset allocation breakdown
💸

Spending Analytics

Category-level spending analysis with custom thresholds.

Category breakdown
Interactive charts
Real-time alerts
🏦

Link All Assets

Bank accounts, PF/EPF, real estate, and gold in one place.

Account Aggregator
PF/EPF linking
Real estate valuation

Goals & Planning

🎯

Goal Probability Engine

Know if your goals are truly achievable with AI forecasts.

Probability gauge
Risk levels
Workaround strategies
📋

Interactive Budget Builder

Build and tune budgets with live allocations.

Category controls
Live allocation charts
Budget sync
💰

Quick Invest

One-tap journeys for SIP, mutual funds, and fixed deposits.

Gold and Silver
SIP setup
Mutual funds

AI & Intelligence

🤖

AI Finance Buddy

Ask natural language questions and get budget-aware answers.

Natural language chat
Budget gauge
Quick prompts
💡

AI-Powered Insights

Personalized financial health score and recommendation engine.

Health score
Pattern detection
Personalized suggestions
🧮

Tax & Payslip Optimizer

Optimize salary structure and compare tax outcomes.

Salary restructuring
Regime comparison
Tax-loss ideas

Behavior & Engagement

🔥

Roast Mode Notifications

Choose gentle nudges or roast-level overspending alerts.

4 severity levels
Top offenses
Action buttons
🧠

Behavioral Finance Nudges

Research-backed interventions to improve money habits.

Habit loops
Loss aversion
Contextual CTAs
🏆

Gamified Challenges

Compete, collect badges, and build savings streaks.

Achievement wall
Leaderboards
Streak multiplier

Loans & Impact

🏠

Smart Loan Manager

Plan prepayments and compare payoff strategies.

Avalanche strategy
Prepayment simulation
EMI calculator
🌍

Impact & ESG Tracking

Measure social and environmental impact of holdings.

ESG scoring
Impact view
AI commentary
📤

Secure Data Export

Export to CSV, Excel, or PDF with section-level controls.

CSV/Excel/PDF
Encrypted export
Data portability

Ready to Experience It All?

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