Tell us what you want to accomplish.
Welcome to your workspace.
Choose your goals and connect the tools you already use.
Selected model: Choose your model
Focus
Links
Tabs
Group links, then open a whole group at once (your browser may ask to allow pop-ups).
Features
Activate extra features and they appear as new tabs.
Demo only: checkout isn’t connected, so activating here charges nothing and is saved only in this browser. Real payments need accounts and a payment provider.
Let’s set up your workspace.
Pick a colour for your workspace
You can change it any time in Settings.
What’s your name?
When’s your birthday?
Month and day are required · year is optional.
What are your goals?
Write them in your own words and we’ll match them to features.
Which of these does it relate to?
Choose your features
Pre-selected from your goals. Add or remove any.
Payment
Here’s what’s in your workspace.
Checkout isn’t connected yet. No card is collected and nothing is charged.
Planner
If this is blank or asks for a login, open the dashboard in a new tab once, sign in, then come back and refresh. Requires your dashboard server to be running.
Trading journal · Markets
If this is blank or asks for a login, open the dashboard in a new tab once, sign in, then come back and refresh. Requires your dashboard server to be running.
Personal finance
An organized overview of your money and the goals you want it to support.
Start with your financial picture
The personal finance agent can help organize information and surface summaries. Connections and data use should be opt-in and explained clearly.
First, define a goal
Save for something, track a spending category, or simply understand your monthly picture.
AI assistant
Choose a supported model and decide which connected tools the assistant can use.
Choose an AI model
Availability, cost, and data handling should be shown before selection.
This prototype does not call an AI provider or store provider credentials.
A useful assistant, on your terms
Choose which integrations it may use. It should ask before actions such as posting, sending messages, or changing files.
Connections
Connect services only when you choose to use a feature that needs them.
This catalog is a product prototype. Connect actions do not perform OAuth or transmit credentials. Only integrations confirmed as built and tested should be offered as available.
Settings
Manage your profile, preferences, and saved goals.
Not provided. Birthday is optional.