Profile
Who the plan is for, the accounts feeding it, and how fresh each number is.
Household
Maya Raoyou
41 · Product Designer
Arjun Raopartner
42 · Northwind
Kabir Rao
7
Ila Rao
4
Extended family · who the India support reaches
Ramesh Rao
Lakshmi Rao
Neha Sharma
Aria Sharma
Your API key
Bring your own Anthropic key to power Claude across the entire app — insights, categorization, anomaly detection, and the Ask bar. It stays on this device and is sent per-request, never stored on a server.
Intelligence mode
How hard WealthEngine leans on the AI. Smart keeps it fast and mostly free; AI-first sends every request to Claude for maximum nuance.
Add your API key above to unlock AI-first — it runs on your credits, not ours.
2 manual items need updating: US home mortgage, India lands / plots.
- Bank & investment balancesautoSynced 101d ago · auto every 3d
- Spending & transactionsautoSynced 101d ago · auto every 3d
- USD/INR exchange rateautoSynced 101d ago · auto every 1d
- Gold price (22kt)autoSynced 101d ago · auto every 7d
- US townhome (auto-valued)autoSynced 101d ago · auto monthly
- US home mortgagemanual$204,000Overdue · last updated 99d ago
- India flatai₹1.22 CrAI-valued 101d ago · auto quarterly
- India lands / plotsmanual₹1.47 CrUpdate due · last 101d ago
Glass intensity
How translucent the floating chrome (dock, tab bar, palette) is.