A guided tour

Everything Wallie does,
one piece at a time.

Six features that turn a pile of accounts into a single finish line — and one date worth watching. Numbers shown are illustrative sample data.

01 Net worth 02 The countdown 03 What-if dial 04 The assistant 05 Spending pulse 06 Coast checkpoints
01 · UNIFIED NET WORTH

Every account you own,
one living number.

Connect your banks, brokerages, retirement accounts, and payment apps once. Wallie pulls them together and refreshes the total while you sleep.

  • Checking, savings, 401(k), IRA, brokerage, crypto, and cash in Venmo or Cash App
  • Assets minus liabilities — the honest number, not just what's in your bank
  • Daily refresh with a clean 30-day trend
Net worth · all accounts
$233,800↑ $2,140 · 30d
Chase · $32.5k Fidelity · $72k Vanguard · $45.5k Venmo · $1.2k
02 · THE INDEPENDENCE COUNTDOWN

Watch freedom
get closer.

Wallie turns your net worth, spending, and savings rate into one thing you can actually feel: the time left until work becomes optional.

  • A live countdown to your financial-independence date
  • Every dollar you save pulls the date toward you
  • Based on a real compound-growth model, not a vibe
Financial independence in
11Years
·
7Months
·
1Days
$233,800FI $1.0M · age 44
03 · WHAT-IF PLANNING

Turn the dial.
Feel it move.

Every assumption is something you can grab. Drag the savings dial and your independence age — and the whole compound curve — respond instantly.

44
Independent at
in 11y 7m
1 year ahead of target
Drag the dial ⟲
04 · THE ASSISTANT

Just ask.

Wallie reads across every account, so you can ask the questions a spreadsheet can't answer — in plain language, any time.

  • "Can I afford to take six months off?"
  • "What happens to my FI date if I move to Lisbon?"
  • Grounded in your real numbers — never generic advice
🔥
You're on track for independence around age 44.
can I take 6 months off next year?
🔥
Yes — a 6-month gap pushes your date by about 4 months, to early 2038. Want me to model it?
05 · SPENDING PULSE

Where it's going,
at a glance.

A calm read on the flow — what's recurring, what changed, and the few categories that actually move your savings rate.

  • Recurring charges and quiet price creep, surfaced automatically
  • Category trends that tie back to your FI date
This month · by category
Food & drink$431
Shopping$269
Travel$177
Personal care$144
06 · COAST FI CHECKPOINTS

Milestones,
mapped out.

Independence isn't one far-off cliff. Wallie marks the moments along the way — including the day you can stop adding and just coast.

  • Your coast point — when compounding alone finishes the job
  • Halfway and full-independence markers with target ages
Coast FI checkpoints · modeled
Today — starting stack$150k
Coast point reached$750k
Halfway to target$1.05M
Independence · age 44$1.5M
Where we're going

From tracker to full agent.

Today Wallie shows you the finish line. Soon it'll do the work to get you there faster — automatically.

NowUnified net worth across every accountLive
NowIndependence countdown & FIRE planningLive
Q3Auto-sweep — idle cash into your goalsBeta
Q4Subscription & fee hunterSoon
Q4Tax-aware withdrawal planningSoon
2027Full agent · proactive money managementVision
Built on trust

Your money never passes through us.

Non-custodial

Funds stay in your banks, brokerages, and apps. Wallie reads and advises — it never holds or moves your money.

Bank-grade security

Read-only connections through Plaid. Biometric or passkey to unlock. Revoke any account in one tap.

You're not the product

No ads. No data sales. Free during beta, a simple paid plan after — that's the entire business model.

🔥

Ready to see
your date?

Create a free account and start modeling your independence date.