The problem
- Most finance apps optimize for transactions; few optimize for long-term direction.
- People track investments, goals, and family needs in disconnected tools.
- It’s hard to answer the only question that matters: ‘Am I on track?’
What it is
- An asset-class based tracker built for long-term thinking.
- A system that links goals, timelines, and progress in one view.
- A privacy-respecting foundation that can grow from simple → advanced.
Principles
Long-term clarity over short-term dopamineSimple default, powerful depthFamily planning without chaosSecurity-first, privacy-respecting design
Direction (Indicative)
Roadmap communicates intent, not playbooks. Details evolve through real usage and iteration.
Directional view
Capability bands
Trust primitives
Lane 1
Data structure
Lane 2
Workflows
Lane 3
Governance
Lane 4
Integrations
Lane 5
1
Clarity Core
Now → Next
Make asset-class tracking and progress visibility effortless.
Net worth spineGoal timelinesProgress views
2
Family Mode
Later
Coordinate shared goals with roles, privacy, and guardrails.
Shared plansPermissionsHousehold views
3
Scenario Layer
Later
Turn planning into decisions using scenario modeling.
ProjectionsWhat-if lanesRisk posture
4
Automation
Future
Optional automation that stays user-governed and transparent.
RulesAlertsIntegrations