Connect your private database
Enter the Project URL and publishable (anon) key from Supabase → Project Settings → API. Do not enter a service_role or secret key.
Household sign in
Create one household account, then use that same email/password on your devices. Confirm your email if Supabase requests it.
Investment accounts
| Institution | Account | Owner | As of | Balance |
|---|
Balance is manually entered. Updating a balance records a dated snapshot; changes in balance are not necessarily investment returns.
Fund holdings
| Account | Fund | Class | Value | Target | Expense |
|---|
Portfolio review
Retirement simulator
Illustrative compound-growth scenarios, not investment forecasts. Uses current total investments, monthly additions, and annual nominal returns. Does not include taxes, withdrawals, or Social Security.
Data & security
Only authenticated members can access this household's records. Never paste banking passwords or secret API keys into the app. This first version has no automatic account syncing, statement parser, or generative AI; those can be added later using secure server-side functions.