Ideas

Access institutional-grade market analysis, screening tools, and real-time data across global exchanges. Discover investment opportunities with professional charts, fundamental analysis, and advanced filtering. Key Features: Advanced stock screener - Filter 100+ criteria including market cap, P/E ratio, dividend yield, beta, volume, and more across 56 sectors, 278 industries, and 76 countries Real-time market data - Live prices, daily changes, and professional charts with multiple timeframes (1w, 1m, 3m, 1y, YTD, all-time) Fundamental analysis - Access key metrics like market cap, 52-week range, P/E ratio, EPS, dividend yield, beta, and earnings dates Financial statements - Multi-year revenue and net income visualization with historical comparisons Earnings tracking - Quarterly actual vs. expected earnings with visual trend analysis Global market coverage - Stocks and ETFs from NYSE, NASDAQ, AMEX, Euronext, TSX, and exchanges across North America, Europe, Asia-Pacific, and emerging markets Company profiles - Detailed information with industry classification, sector analysis, and branding Interactive charts - Professional visualizations with timeframe selection and dividend-inclusive data Technical indicators - Volume analysis, volatility metrics, and pattern recognition tools Custom watchlists (coming soon) - Track favorites and set price alerts

Track and optimize your investment portfolio across multiple brokers and asset classes. Get real-time performance analytics, allocation insights, and AI-powered recommendations to make smarter investment decisions. Key Features: Multi-broker consolidation - Unified view of all investments from Trading212, Degiro, Interactive Brokers, and Coinbase Real-time performance tracking - Live portfolio valuation with benchmarking against market indices Asset allocation insights - Visual breakdowns and diversification recommendations across stocks, ETFs, crypto, bonds, and more Dividend tracking - Monitor dividend income and plan reinvestment strategies Transaction history - Complete record of buys, sells, dividends, deposits, and withdrawals Tax optimization - Identify tax-loss harvesting opportunities and track cost basis ESG scoring - Evaluate sustainability metrics for individual holdings Portfolio rebalancing alerts - Get notified when allocations drift from targets CSV import - Easy data migration from your existing brokers Supported Assets: Stocks • ETFs • Mutual Funds • Cryptocurrencies • Bonds • Derivatives • Cash

A keyboard-driven command palette that provides instant access to navigation, actions, and search across the entire application, streamlining workflows and reducing clicks. Key Features: Universal search (accounts, transactions, budgets, goals, reports) Quick navigation to any page or view Direct action triggers (e.g., "Add transaction," "Create budget," "Run report") Recent items and frequently used commands Fuzzy search with intelligent matching Keyboard shortcuts display and execution Context-aware suggestions based on current view Example Commands: "Go to investments" "Add expense" "Show spending report" "Create savings goal" "Search transactions: Amazon" "Export data" "Mark transaction as shared" Technical Considerations: Cross-platform keyboard shortcut (CMD+K on Mac, CTRL+K on Windows) Fast indexing for instant results Mobile alternative (search icon or gesture) Command history and favorites Extensible architecture for adding new commands Benefits: Faster navigation for power users Reduced learning curve (discoverable features) Accessibility improvement Reduced UI clutter (less need for visible buttons)

Enable users to categorize accounts and transactions as "Mine," "Theirs," or "Ours" (shared) for household financial management. Provides clear visibility into individual vs. joint financial activity for couples and partners. Key Features: Account-level attribution (assign entire accounts to individual or shared) Transaction-level attribution (mark specific transactions as mine/theirs/ours) Filtered views by ownership (toggle between personal, partner, and shared perspectives) Contribution tracking and reporting Split expense calculation Individual and combined net worth displays Budget allocation by ownership type Use Cases: Couples managing joint and separate finances Tracking personal vs. household spending Understanding individual contributions to shared goals Simplifying tax preparation for dual-income households Fair expense splitting in cohabiting relationships Potential Views: Dashboard filtered by "My Finances," "Their Finances," or "Our Finances" Contribution summary reports Spending breakdowns by person Shared goal progress with individual contributions visible

An intelligent, conversational assistant integrated into WM that helps users understand, manage, and take action on their finances through natural language queries. Example Capabilities: "How much did I spend on groceries last month?" "How have my investments performed last year against the S&P 500?" "What were my top 5 purchases in the last 2 years?" "Am I on track to meet my savings goal?" "Show me where I'm overspending this month" "What's my net worth trend over the past year?" Key Features: Natural language processing for financial queries Contextual data analysis across accounts and time periods Comparative analytics (e.g., benchmarking against market indices) Transaction categorization and insights Proactive alerts and recommendations Multi-turn conversations for follow-up questions Action triggers (e.g., "Set a budget for dining out") Potential Integrations: All connected financial accounts Budget and goal tracking Investment portfolio data Transaction history Market data and benchmarks

Enable users to connect multiple debt accounts (credit cards, auto loans, mortgages, personal loans) and receive an optimized payoff strategy based on interest rates and balances. Include scenario modeling functionality to show projected interest savings and debt-free timelines when users adjust payment amounts. Key Features: Automated debt prioritization algorithm Multi-account aggregation Interactive payment scenario simulator Interest savings calculator Customizable payoff timeline projections

Email digest with earnings reports of companies in portfolios

What it does: Predicts your account balances weeks or months ahead by analyzing your income patterns, recurring expenses, and spending trends, showing you exactly when money will come in and go out. Why you'll love it: Make confident financial decisions by seeing your future cash position before it happens. Know if you can afford that vacation next month, when you'll have enough saved for a down payment, or if you need to adjust spending to avoid running low on funds. Stop living paycheck to paycheck and start planning with the confidence that comes from knowing what your finances will look like tomorrow.RetryClaude can make mistakes. Please double-check responses.

What it does: Monitors your investment allocation across all accounts and sends smart alerts when your portfolio drifts from your target percentages, with specific suggestions on which trades to make to get back on track. Why you'll love it: Maintain your investment strategy without constantly monitoring or doing complex math. Get notified exactly when to rebalance and precisely how much to buy or sell in each account to restore your ideal allocation. Takes the guesswork and emotional decision-making out of portfolio management, helping you stick to your long-term strategy like a disciplined investor.

What it does: Automatically tracks your total net worth over time across all accounts, investments, and debts, showing beautiful visualizations of your wealth progression with breakdowns by asset type and growth drivers. Why you'll love it: See the big picture of your financial progress beyond just checking account balances. Watch your net worth grow month over month, understand which investments or debt payments are making the biggest impact, and stay motivated by seeing your wealth-building journey mapped out visually. It's like having a personal wealth tracker that shows you're actually making progress, even when individual accounts fluctuate.