Private financial command surface
Your finances, mapped.
Finance Compass brings net worth, cash flow, obligations, budgets, goals, and investments into one calm command surface — for people who want clarity without noise.
Sanitized demo. No real accounts or institutions shown.
Finance Compass · Demo
SanitizedNet worth
$247,832
↗ +$3,421 (1.4%) · Demo · Nov 2025
Cash flow
+$4,120
Income 8.4k · Spend 4.28k
Net worth · 6 months
DemoAccounts
Budgets · November
Demo preview · illustrative figures only · next section begins below the fold on desktop and mobile
Product preview
Clarity at a glance.
A single surface for everything that matters — net worth across time, what you spent, what recurs, and what is next. No dashboards for dashboards' sake.
Net worth
$247,832
+1.4% · demo
Monthly spend
$4,280
of $5,000 cap
Cash flow
$4,120
Income − spend
Invested
$184,200
Allocation demo
Account groups
Sanitized demoCash
$42,180
↗ $820
Investments
$184,200
↗ $2,940
Credit
−$18,548
↘ −$340
Upcoming · Bills & subscriptions
Surfaced before they are due.
- $1,850
Housing
Dec 1 · Monthly
- $420
Health coverage
Dec 3 · Monthly
- $64
Streaming & tools
Dec 5 · Monthly
- $95
Gym & wellness
Dec 8 · Monthly
Budgets · November
Rollover discipline, not resets.
Investments
Allocation in the same surface as cash and obligations.
- US Equity48%
- Intl Equity22%
- Bonds18%
- Cash12%
No advisory claims. Allocation shown is illustrative and does not represent recommendations or performance.
Why this matters
The value is not the chart — it is seeing spend, obligations, and growth side by side without switching tools or mental models.
Preview renders entirely from sanitized demo data. The private product syncs live data only after Auth0 sign-in.
Financial clarity system
Four pillars, one quiet surface.
Finance Compass is not a louder dashboard. It is a disciplined composition — four ideas, held together by whitespace, hairlines, and numbers that sit still.
See the full picture
Accounts, balances, and history unified in one quiet view. Net worth is not a number — it is a composition you can read.
Understand what changed
Transactions are searchable, filterable, annotatable, and exportable. Rules and notes turn noise into knowledge.
Plan with discipline
Budgets with rollover, savings goals with intent, and bills that surface before they surprise. Structure that holds.
Keep private data protected
Built around bearer-token architecture and encrypted provider tokens. The marketing site never touches your accounts.
Product capabilities
Everything that earns its place.
No roadmap promises presented as shipped. Every capability below exists or is substantially implemented in the product being marketed.
Know where you stand
Account linking & sync
Connect institutions once; balances and transactions arrive coherently.
Net worth history
History you can trace — not a snapshot, a trajectory.
Investments & portfolio
Allocation and holdings in the same surface as cash and obligations.
Work with the detail
Transactions
Search, filter, add notes, create rules, and export — without losing context.
Budgets with rollover
Category budgets that carry discipline across months, not just resets.
Savings goals
Goals with progress you can feel, not vanity trackers.
Stay ahead of what recurs
Bills & subscriptions
Recurring obligations surfaced before they are due.
Mobile access
The same command surface, composed for the device in your hand.
Secure sign-in
Auth0-backed sign-in with bearer-token API — no passwords stored in the product database.
Capabilities are described factually. Finance Compass organizes your existing data — it does not provide investment, tax, or financial advice.
Security and privacy
Trust, stated plainly.
No fear-based copy. No 'bank-level' superlatives. Just the architecture that keeps private data private — and this marketing site deliberately isolated from it.
Auth0 sign-in
Authentication is delegated to Auth0. No product-side password storage.
Encrypted provider tokens at rest
Plaid link tokens are encrypted before they are stored and decrypted only at sync time.
Bearer-token API
Every request is scoped to a validated token. No ambient privileges.
This site is public and isolated
The marketing site renders from sanitized demo data and never accesses financial accounts.
Privacy-first posture
Financial data is shown only to the authenticated owner — never shared, sold, or used for profiling.
Philosophy
Finance should feel quiet and knowable.
Finance Compass exists for a simple reason: valuable data that doesn't produce clarity isn't valuable.
Most tools are noisy — feeds, alerts, badges, and novelty charts that borrow your attention without repaying it. Compass is the opposite: warm paper and charcoal, hairline borders, generous whitespace, and numbers set in tabular mono so they sit still.
It is built around three convictions: privacy is not a feature, discipline outlasts motivation, and confidence grows when the full picture is legible at a glance.
No investment advice. No guaranteed outcomes. Just tools for organized, private, long-term clarity.
Testimonials
Private beta, plain words.
No fabricated names or companies. No claims about investment performance — just what organization and clarity feel like.
“Finally, my finances feel organized without feeling performative. I open it and know where I stand.”
Private beta user
Budgeting & net worth
“The recurring bills view alone saved me two subscriptions I had forgotten. Quiet value, every week.”
Private beta user
Bills & subscriptions
“I appreciate that it is private by design. Nothing flashy. It just shows the truth, clearly.”
Private beta user
Privacy & clarity
Testimonials are anonymous pilot-style placeholders until approved real testimonials are provided. They describe product experience — not financial outcomes.
Access
A calmer way to hold your finances.
Choose the plan that matches how closely you want your finances mapped — from essential tracking to real-time wealth intelligence.
All plans start with a 1-minute setup — connect once, your finances are mapped. Need help choosing? See pricing above or email us.
Contact
Request private access.
Tell us who you are and why clarity matters to you. We read every note and reply from a private inbox — no forms stored on this site.
- No account data is collected here.
- No newsletter auto-enrollment.
- Replies within 2–3 business days.
What to include in your note
- How you currently manage net worth, budgets, and bills
- What a “calm” finance surface would change for you
- Whether you prefer early access or a conversation first
Privacy-safe
Clicking opens your mail client. Nothing is stored on this site.
Response time
Replies within 2–3 business days.