FinCommand › Dashboard
Your money. Your rules. Under your command.
Mortgage
Compound InterestCompound
Debt OptimizerDebt
Dev Tools
Internal tools for testing and development. Hidden from all public visitors — only visible when ?dev=1 is active.
Referral Program
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Seed Data
User Registry
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Usage Analytics
First-party & privacy-safe — tracks which features get used, how often, and coarse demographics. Never financial data. Activity metrics use the last 30 days; feature rankings the last 90.
Click Refresh to load analytics.
Suggestions Inbox
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Choose your Theatre of Command
Every module — across every station — adapts instantly to your selection.

A theatre sets the colours the whole app is built from: the page behind your work, the cards on top of it, the type, and the accent that carries every chart, button and highlight. Your data and your layout never change — the same numbers in a different light. Pick one and it applies at once, everywhere, on this browser; change it as often as you like. The sample below repaints with your choice, so you can see a theatre before you live in it.

How it looks
Portfolio
Sample figures — not your accounts
Market value
$248,310
+$4,390 · +1.8% today
Annual dividends
$9,420
3.79% yield on cost
Day's laggard
BCE.TO
−2.4% · −$610
$250k $230k $210k $190k Jan Apr Jul Oct Dec
TechEnergyBanksREITsCash
Buttons, tiles and chart all take the theatre's accent.
Your Profile
Who you are — so your tax rates, retirement plan, and advice all start pre-filled. Stays in your browser and syncs privately to your account.
Account Info
About You
Tax Residency
Tax Settings
—
Calculated automatically from your income and province below — no need to know your own rate. Capital gains are taxed at half of this (50% inclusion); property & stock sales stack the gain on top of your income for an accurate rate at that moment.
Work & Income
Financial Goals
Pick what matters most — we tailor guidance around these.
Investing Profile
Password
Change passphrase
We'll email you a secure link to set a new passphrase for .
Passkeys
Sign in without a password
Use Face ID, Touch ID, Windows Hello, or a security key — nothing to type and nothing to remember. Phishing-resistant, and your passphrase still works as a fallback.
Reports
Full Financial Report
Generates a branded PDF covering income, net worth, real estate, portfolio, and retirement outlook — pulled from all your modules.
Settings
Billing
Your plan, upgrades, payment management, and referrals.
Current Plan
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Membership
Monthly
$14.99/mo
Full access to every core module during beta.
Best value
Annual
$149/yr
Two months free vs. monthly. Beta price locked.
Data & Backup
Your data lives in this browser and syncs to the cloud when signed in. Download a backup before switching computers, or to safeguard against accidental loss.
Backup & Restore
Export downloads a single JSON file containing every module's data — budget, net worth, retirement, settings, themes. To restore on a new computer, install FinCommand, open this page, and click Import. Import will overwrite all current data.
Device
When signed in, your data auto-syncs to the cloud every couple of minutes and on sign-out. Your backup file is the way to move data to a brand-new browser instantly.
Advisor Playbooks
Playbooks are frameworks, rules, or reference text the AI reads on every conversation — think of them as standing instructions that shape how it advises you.

What to add: your personal financial rules ("always keep 6 months cash"), notes from your accountant, an investing philosophy, or any framework you want applied to every answer.

Toggle a playbook off to pause it without deleting. Click any playbook to edit. The built-in Wealth Elevator is always active.

Saved locally — playbooks live in your browser's storage. They are private to you and not visible to other users.
AI Financial Advisor