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Capital Allocation
Capital Allocation · Resources

Settings

Data & privacy — everything lives in this browser, on your terms.

AvailableLocal-first

How your data is handled

  • Manual data only — you type every number
  • Saved locally in this browser
  • No bank connection required
  • No brokerage connection required
  • No live market data — every price, rate, and return is your own entry or assumption
  • Export anytime — your data is portable JSON
  • Nothing is sent to a server unless future account features are explicitly added — and nothing here does that today

Share links encode your setup in the link itself; anyone with a link can view that setup. No analytics collect your financial inputs.

Stored in this browser

Plans
Sample plans
Approx. size
Calculator data
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Default assumptions

Applied to plans you create from now on — existing plans keep their own numbers, and every value stays editable inside each module.

Changes save automatically

Display preferences

Import a plan

Imports always create a new plan — your current plans are never overwritten. Accepts plan exports, full backups, or a raw calculator plan.

Share & image export

Forecast offers a share link and a PNG download — both privacy-first by construction.

  • Share links encode your inputs in the URL itself. Anyone holding the link can read those numbers — share it as deliberately as the figures themselves.
  • PNG export renders locally in your browser. The image never touches a server.

A fictional sample household, kept strictly separate from your plans and removable on its own.

Reset

Accounts, holdings, goals, scenarios. Calculator plans are not touched.

Erasing removes every locally saved plan — including calculator plans — from this browser. Export a backup first if in doubt.

Reads only. Nothing is changed, sent, or saved.

Accounts

Assets and liabilities alike — liability types (credit, loans, mortgage) subtract from net worth automatically. Manual balances only, as always.