Personal Financial Co-pilot
Never manage
your money
alone again.
Tamias watches your investments, banking, spending, and goals — then sends you a daily briefing with exactly what needs attention. One fingerprint tap to sync. Your credentials never leave your device.
What you get every morning
Good morning.
Thursday · 07:00
34%
to FIRE
📊
Allocation — needs attention
Your Equities allocation is at 68% — target is 60%. Bonds at 12%, target 20%.review needed
💰
Income this month
You have €340 in interest and dividends expected before month end. See breakdown →
📰
News for your holdings
Microsoft beat EPS estimates this quarter — stock up 4% after hours. Affects your tech exposure. Read more →
💸
Budget check
Day 18 of 31 — spending at 61% of monthly budget. On pace. You have used 80% of your entertainment budget.heads up
🎯
FIRE status
On track for independence in 13y 8mo. Savings rate holding.on track
Works with your accounts
Interactive Brokers
Live sync
B3 / Inter
File upload
Wise
EUR · USD · GBP
Rabobank
Open Banking
ABN AMRO
Open Banking
Manual assets
Property · vehicles
E*TRADE coming soon · More banks via PSD2
Free tools
Start before you sign up.
No account needed.
No account needed.
Understand why you invest, how much you need, and how long it has to last — before you connect a single account.
1
Your why — PERMA assessment
Discover what a flourishing life looks like for you
25 questions · radar chart results · 5 min
›
2
Your timeline — life expectancy quiz
Find out how long your plan needs to last
Science-backed · 40 questions · personalised action list
›
3
Your number — FIRE calculator
Model your retirement year by year
Income streams · inflation · taxes · portfolio chart
›
🔐
Your credentials never leave your device
Passkeys and zero-knowledge encryption. Your broker passwords are encrypted in your browser before they reach our servers — we can't read them. Ever.
🤖
AI at the core, not bolted on
Tamias was designed around AI from day one — not a dashboard with a chatbot added later. The briefing, the categorisation, the insights and the follow-up are all AI-native. Your co-pilot thinks, not just displays.