TraderTools
Your money and your portfolio,
in one place
A personal dashboard that pulls budgeting, debt payoff, cash-flow projection, tax records and investment tracking together, so the whole picture is on one screen instead of six.
Sign in with GoogleSign-in is handled by Google. No password is ever created or stored.
What it does
Everything below works on figures you enter yourself, or that you choose to connect from a financial institution.
💰 Net worth & debt
Assets and liabilities in one view, with debts ranked by interest rate so the most expensive balance is obvious.
📅 Bills & cash flow
Recurring bills and paychecks projected forward on a running balance, so a shortfall shows up before it happens.
🧾 Spending vs budget
A spending ledger — entered by hand, imported from a bank CSV, or read from receipts — measured against the limits you set.
📄 Tax records
W-2s, 1099s and receipts stored in one place, with an approximate federal income-tax estimate built from them.
📈 Portfolio tracking
Holdings, cost basis, dividends and realized gains, with market data pulled from public sources.
🤖 AI analysis
Optional written analysis of your own numbers, generated on request. Never automatic, and never a substitute for professional advice.
What signing in gives the app
Google sign-in is used only to create and identify your account.
- Your name, email address and profile picture, from your Google profile — used to identify your account and nothing else.
- No password is created or stored. Authentication happens entirely on Google's side.
- No access to your Gmail, Drive, Calendar or contacts is requested, at any point.
- Your financial data is never sold, never used for advertising, and never shared with anyone for their own purposes. The Privacy Policy names every service provider that receives any of it.