FinancialHealth.io — one dashboard for your properties, finances, and path to financial independence.
Net Worth
$1.28M
+$12.4K
Cash Flow
$3,240
+$180
FI Progress
67%
+2.1%
$485K
6.2% cap
$320K
7.8% cap
$842,000
+$6,800 this month
Mar 2031
4 yrs 11 mo away
Refinance at 6.1% could save $280/mo
What you get
From property yield to financial independence — every metric, one dashboard.
Financial Independence
Track how close you are to living off passive income alone
Passive Income
$4,820/mo
FI Target
$7,200/mo
Health Score: 79 / 100
5-dimension portfolio health across cash flow, debt, liquidity, diversity, and rental yield
One platform
FinancialHealth.io — one dashboard for your properties, finances, and path to financial independence.
Property Management
Tenant ops, leases & rent collection
Deal Analysis
Underwriting, BRRRR & flip math
Rent Research
Market comps & rent trend data
Net Worth Tracking
All accounts, real-time net worth
Budget & Spending
Transactions, categories & insights
Retirement Planning
FI timeline, projections & Monte Carlo
Market Intelligence
Neighborhood data & property comps
FinancialHealth.io
One login · Everything connected
$19/mo
free for 2 months
Personal Finance
Budgeting, net worth, accounts
Property Management
Tenants, leases, rent collection
Deal Analysis
Underwriting & market comps
Investment Tracking
Portfolio returns & net worth
Tax & Reports
Schedule E, depreciation, 1031
Market Research
Neighborhood data & rent trends
Insurance Tracking
Policies, expiry & coverage
Document Vault
Deeds, leases & tax returns
Depth, not just dashboards
Built for investors who want real intelligence, not just pretty charts.
All property types. Tenant ops, lease management, maintenance, rent analysis, and market comps — in one place.
Every asset class connected to your true net worth. Brokerage, retirement, crypto, syndications, and more.
Schedule E-ready expense reports, depreciation tracking, and K-1 summaries generated from your transactions.
Proactive insights and a personal AI assistant powered by your real data — informational only, not financial advice.
Proactive insights surfaced automatically. Ask any question. Get answers that reference your actual portfolio — informational only, not financial advice.
Proactive Insight Engine
AI surfaces savings, risks, and opportunities before you ask.
AI Assistant Chat
Ask anything about your finances and get portfolio-aware answers.
Smart Categorization
Transactions auto-categorized with AI — you review, not re-type.
Daily & Weekly Briefings
Morning digest of what changed in your portfolio overnight.
FI Score Modeling
AI calculates your Financial Independence score and next move.
Statement Parsing
Upload PDF bank statements — AI extracts and categorizes transactions.
Opportunity Engine
Surfaces refinance signals and recurring money leaks from your own spending.
Monthly Narrative
Plain-English summary of your financial month, auto-generated.
Privacy by design
Nothing that identifies you ever reaches an AI provider
AI features are opt-in. Your figures are sent so answers can be exact rather than vague — the details that identify you never are. Our AI provider does not train on your data and deletes it within about 30 days.
Enterprise-grade AI infrastructure
Every request logged, audited, and rate-limited
Your App
Identifiers stripped before leaving
Model Gateway
Provider failover + retries
Secure AI Gateway
Authenticated, logged, cached
AI Provider
Enterprise LLM
We host on cloud infrastructure that is independently certified to SOC 2 Type II and ISO 27001. Every AI request is authenticated and logged.
Pricing
Start free — no credit card. Upgrade anytime.
Portfolio
Large portfolios + PM integrations.
Connected through the same providers your bank and favorite apps already trust.
Bank connections secured by Plaid
Read-only · your credentials never reach us
Payments powered by Stripe
Stripe is PCI-DSS Level 1 · card data never touches us
256-bit encryption
AES-256 at rest · TLS 1.2+ in transit
Read-only bank access
We can never move your money
Audit-logged access
Hosted on SOC 2 / ISO 27001 infrastructure
We never sell your data
No ads · no third-party tracking
Two-factor auth
TOTP + backup codes
AI is opt-in
Off until you turn it on
You own your data — export or delete it anytime. See our Privacy Policy.