What we're building
next.

Action Queue

One prioritized list of the money moves that matter this week — each with the cited math behind it, ranked by dollars at stake.

Delta Explainer

Tap any change in your net worth and see exactly what moved it — which holding, which transaction, which market day.

Multi-scenario stress test

Overlay several what-if scenarios on the planning chart at once — retire early vs. sell the rental vs. a down market — side by side.

Richer K-1 → AGI flow

Carry parsed K-1 lines all the way into your projected adjusted gross income, so partnership income shapes the tax picture automatically.

Transaction splits by entity

Split a single transaction across categories and the entities that bear them — so the trust's share and the LLC's share land in the right ledgers.

Credit score tracking

Surface the credit data we can already access, tracked over time alongside the rest of your household picture.

Native mobile app

The full Formation experience as a native iOS and Android app, not just a responsive web view.

Advisor & CPA seats

Invite the advisor or CPA you already work with into a permissioned, read-only seat — single sign-on, granular access, scoped to exactly what you choose to share.

More guides & glossary depth

Expand the glossary and add worked guides — backdoor Roth, NUA, QSBS — written for you and your CPA.

Cross-user roadmap voting

Make this very page tally votes across everyone — right now your vote is saved on your device. Meta, but honest.