Financial Position
Comprehensive analysis of your current financial standing with detailed insights into your assets, liabilities, and net worth. Get a complete picture of your financial health with AI-powered analytics and personalized recommendations.
Comprehensive Asset Analysis
Get a complete overview of all your assets including real estate, investments, savings, and retirement accounts with detailed breakdowns and valuations.
Net Worth Tracking
Track your net worth over time with interactive charts and projections to understand your financial growth trajectory.
Debt Management
Analyze all your liabilities including mortgages, loans, and credit cards with payment schedules and optimization strategies.
Portfolio Diversification
Visualize your asset allocation across different categories and get recommendations for optimal diversification strategies.
Cash Flow Analysis
Understand your monthly income and expenses with detailed cash flow analysis and budgeting insights.
Goal Setting & Tracking
Set financial goals and track your progress with milestone tracking and achievement celebrations.
Inside Financial Position
Walk through each tab — Savings, Investments, Property assets, Unsecured debts, and About you — the same data that powers every plan and simulation.
Savings
Capture liquid savings and cash-style accounts — chequing, high-interest savings, and emergency funds — with balances and growth assumptions so your net worth and cash flow stay accurate.
How Financial Position works
Financial Position is your single place to view and manage everything that makes up your current finances. All of this data feeds into your retirement plans and simulations.
- • Savings — Bank accounts, savings accounts, and liquid assets with balances and growth.
- • Investments — Retirement and brokerage accounts, with current value and allocation.
- • Property assets — Real estate, vehicles, and other assets; owned or financed.
- • Unsecured debts — Loans, credit cards, and other liabilities with balances and rates.
- • About you — Birth date, retirement age, and household details used in projections.
- • Net worth & charts — Totals, asset mix, and interactive visualizations.
Watch the walkthrough video on the right to see Financial Position in action.
For best quality, select 1080p in the video player settings (gear icon).
Key Benefits
Why choose our Financial Position analysis service?
Real-time financial insights and analytics
Comprehensive asset and liability tracking
Interactive charts and visualizations
Country-aware tax optimization strategies (Canada and U.S.)
Goal-based financial planning
Secure data encryption and privacy
Ready to Get Started?
Start analyzing your financial position today and take control of your financial future.