ShippedNet Worth Dashboard
Seven account groups — Retirement, Brokerage, HSA, Education, Cash, Other Assets, Liabilities — with color-coded breakdowns and summary cards.
ShippedDaily Net Worth Snapshots
Automatic daily snapshots with a Daily / Monthly / Yearly toggle and hover tooltips showing the full account-group breakdown.
ShippedAsk AI
Natural-language answers to any financial question — grounded entirely in your local data. Nothing ever leaves your Mac.
ShippedTouch ID Authentication
Native Touch ID on every launch, falling back gracefully to your Mac password. Your financial data is always locked.
ShippedUpcoming Payments
Automatically detects recurring charges — Netflix, Spotify, subscriptions — and shows what's due in the next 30 days.
ShippedAI Budget & Goal Creation
One-click AI analysis of your last three months creates personalized budgets and savings goals — no manual setup required.
2.0Multi-File CSV Import
Import transactions from multiple bank files in one flow. Perfinova maps columns, routes rows to the right accounts, and catches duplicates.
2.0Account & Balance Import
Import all your accounts at once from a spreadsheet and update balances inline from the Accounts page — no per-account entry.
2.0Custom Reports
Create, name, and save your own reports with live account balances and snapshot history. View, edit, or delete them any time.
2.0Progress Report
Net worth trajectory, asset and liability trends, and income vs. expense history — with KPI cards for key milestones.
2.0Proactive AI Insights
A background agent surfaces budget alerts, net worth milestones, savings wins, and goal progress without you having to ask.
2.0Redesigned UI
A fully redesigned dashboard, accounts page, and reports — cleaner layout, better hierarchy, and a more focused experience throughout.
Coming soonLight / Dark / System Appearance
A full app-wide appearance toggle. Switch between Light, Dark, and System — Perfinova follows your macOS setting automatically.
Coming soonAI-Powered Smart Import
Upload any messy bank CSV and AI cleans merchant names, detects categories, and maps columns. Zero manual cleanup.
PlannediPhone Companion App
A read-only dashboard synced via iCloud Drive. View your net worth and balances on iPhone — no cloud database, no subscription.