It blows my mind that there’s still not a single Personal FP&A / forecasting tool out there. Nothing that supports multiple account types, loans (home, auto, etc.), various equities and assets (stocks, bonds, tokens, etc.) and does forecasting, scenarios, and simulations.

Why isn’t there a tool I can use to be my own CFP rather than pay 1% to Fidelity for someone to use THEIR tools w/frequently flawed assumptions??

I’ve spent years building out a model in excel. It’s wild. My wife and I are both screenwriters, which means $ is very unpredictable past 6 months out, but I can now show/alter life events, kids school, when retirement kicks in, change growth, inflation, etc

This is going to save me from so many spreadsheets

I'd love to see a Personal Capital competitor that incorporates crypto, Seed Invest, Fundrise, AcreTrader, NFTs, etc...I have to visit half a dozen places to get a rough idea of how well things are going.

I’ve been wondering the same for years, why hasn’t anyone built a true personal finance application?

Wealthfront is closest but not that useful for real life scenario planning

Adding an educational aspect to the scenarios modeling is something I've thought a lot about.

I've written many versions of these in Excel and have tried to write a tool as well. It boggles my mind that books and training are available but tools are not.

People like me end up investing by themselves. Specially corp people with saved money.

But I spend too much time in finviz&coinmarketcap on the weekends to find the real gems. If there was a tool to give me honest alerts on different instrument types it would rock.