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Track spending, budgets, investments, and net worth. Take control of your financial future with AI-powered insights and intelligent automation.

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Smart insights into your spending patterns

Goal-Based Budgeting

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Real-Time Tracking

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Sarah Chen - Chen's Bakery

Personal

+$2,800/mo savings
•
4 recent transactions

Cash Flow Trend

Budget vs Actual

Recent Transactions

Salary
+$5,000
Rent
$1,750
Groceries
$520
Dining Out
$450

Chen's Bakery

+$5,300/mo savings
•
4 recent transactions

Cash Flow Trend

Budget vs Actual

Recent Transactions

Sales Revenue
+$14,500
Ingredients
$3,800
Marketing
$1,100
New Oven
$2,100

AI-Powered Insights for Sarah Chen

See how ClarityQuant's AI provides personalized recommendations based on spending patterns and goals

Equipment Budget Exceeded

Business

New oven purchase exceeded budget by $600. Consider spreading major purchases across quarters.

Plan ahead: $600

Revenue Growth Momentum

Business

Sales up 70% this year! Peak weekend demand suggests expanding Saturday hours.

+$2,175/month

Emergency Fund Target

Personal

Personal emergency fund at 3 months expenses. Aim for 6 months ($10,500) by year-end.

Goal: $5,250 more

Ingredient Cost Analysis

Business

Switch to bulk flour supplier could reduce COGS by 8%. ROI analysis shows 6-month payback.

Save $304/month
Advanced Quantitative Finance

Professional-GradeSmart Analytics

Get powerful financial insights and smart recommendations using the same advanced tools that professional investors use to grow their wealth.

Smart Future Planning

See thousands of possible outcomes for your investments to make smarter decisions about your financial future.

Risk Assessment

Understand exactly how much you could lose in different market conditions, so you can invest with confidence.

Investment Value Calculator

Get accurate valuations of your investments and understand what they're really worth in today's market.

Live Investment Insights

Market Stability
How steady your investments are
0.87
-0.12
Smart Returns Score
How well you're beating the market
1.34
+0.28
Worst Loss Period
Your biggest dip (getting better)
-8.2%
-2.1%
Downside Protection
How well you avoid big losses
2.16
+0.45

Portfolio Optimization Engine

Modern Portfolio Theory • Real-time Analysis

Efficient Frontier
Risk Parity
Risk (Volatility %)Expected Return %5%10%15%20%25%30%4%8%12%16%20%Market PortfolioYour PortfolioConservativeAggressiveALPHA+2.4%SHARPE1.89
Live Updates
Last sync: 2.3s ago
+0.23%Optimization Score:92/100
Seamless Integrations

Connect Your EntireFinancial Ecosystem

Automatically sync data from all your business tools to get a complete financial picture without manual entry or switching between apps.

Integration with Leading Platforms

Connect with major financial, e-commerce, and cloud platforms

Stripe

PayPal

Shopify

AWS

Google Cloud

Google Ads

Payment Processing

Track revenue, fees, and transaction patterns from Stripe, PayPal, and other payment processors.

  • Real-time revenue tracking
  • Fee analysis & optimization
  • Payment success rates

E-commerce Analytics

Monitor sales trends, inventory costs, and profit margins from Shopify and other platforms.

  • Sales performance tracking
  • Inventory velocity analysis
  • Profit margin insights

Cloud & Marketing

Optimize AWS, Google Cloud costs and track marketing spend to reduce business expenses.

  • Cost breakdown by service
  • Budget alerts & forecasting
  • Marketing ROI tracking

Advanced Analytics Meets Real Data

Our quantitative finance engine doesn't just crunch theoretical numbers - it analyzes your actual business data from all connected platforms to provide Wall Street-grade insights.

Real-Time Risk Assessment

Monte Carlo simulations using live data from your Stripe revenue, AWS costs, and marketing spend to model thousands of business scenarios.

  • Cash flow Monte Carlo with actual transaction data
  • Value at Risk calculations on real business metrics
  • Stress testing using integrated cost patterns
Powered by live integration data

Dynamic Cost Optimization

Modern Portfolio Theory applied to your business investments, using real performance data from all your connected platforms.

  • Optimize budget allocation across AWS, Google Ads
  • Sharpe ratio analysis on marketing channel ROI
  • Efficient frontier for business expense planning
Powered by live integration data

Predictive Business Intelligence

AI-powered forecasting using integrated data streams to predict revenue, detect anomalies, and optimize business decisions.

  • Revenue forecasting with Stripe/PayPal patterns
  • Anomaly detection across all connected platforms
  • Alpha generation from cross-platform insights
Powered by live integration data

Setup Takes Minutes, Not Hours

1

Choose Platforms

Select which services you want to connect

2

Secure Connection

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3

Auto-Sync Data

Your data flows automatically in real-time

Everything you need to master your money

Powerful features designed to give you complete control over your financial future

AI-Powered Analytics

Get intelligent insights into your spending patterns with machine learning algorithms that adapt to your habits.

AI-Powered Analytics Screenshot
Click to zoom

Platform Integrations

Connect with leading financial, e-commerce, and cloud platforms to automatically sync your data and get comprehensive insights.

Platform Integrations Screenshot
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Multi-Entity Management

Seamlessly manage personal and business finances with unified dashboards and separate tracking.

Multi-Entity Management Screenshot
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Real-Time Tracking

Monitor expenses and income instantly with automatic categorization and smart notifications.

Real-Time Tracking Screenshot
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