8FIGURES

Owners

Goods & Services

Personal financial management in the field of investing and financial portfolio analysis and tracking services; Financial research services, namely, integration and aggregation of financial data from various sources including bank, broker, retirement and crypto accounts; Financial investment brokerage, financial trading, financial portfolio management, financial advice, and financial analysis all in the fields of stocks and bonds; Financial portfolio management, financial advice, and financial analysis in the fields of real estate and start-up companies; Financial tracking of stock market prices, dividends, coupons, mortgages and other financial instruments; Financial calculation and tracking of investment returns, assets, liabilities, and net worth; Online community of private investors

Downloadable mobile application software for personal finance management, investing and financial portfolio tracking; Downloadable software for the integration and aggregation of financial data from various sources including bank, broker, retirement and crypto accounts; Downloadable software for tracking and analyzing investment portfolios across all asset classes including stocks, bonds, real estate, startups; Downloadable software for tracking stock market prices, dividends, coupons, mortgages and other financial instruments; Downloadable software for calculating and tracking investment returns, assets, liabilities, and net worth