Good morning 👋
Jordan Smith
Set a goal
Pick an icon
✈️
🏠
🎓
💍
🚗
🏖️
💻
Give this goal a title
What are you saving for?
Tell us your balance target
How much do you want to save?
$
Decide the deadline
When do you want to reach your goal?
Set Up Saving Habits
$
Recommended Habits
Save $10 emergency fund
Save $10 for the goal
Skip one $5 coffee today
Welcome to,
Your Goals
Build your financial stability
Set up a goal and do small saving actions every day to grow your wealth.
Welcome to,
Your Goals
Welcome to,
Growth
Starter Portfolio Types
Pre-built ETFs
Conservative
Lower risk · Stable returns
Balanced (Recommended)
Medium risk · Best for starters
Growth
Higher risk · Long-term gains
No sell fees · Low platform tax (<0.14%)
Auto-invest from $1–$100k daily
Penalty-free withdrawals (non-RRSP)
Balanced
Watchlist
VOO
Vanguard S&P 500
S&P 500 ETF
$213.10
↓ 2.5%
IVV
iShares Core S&P
Core S&P ETF
$213.10
↑ 1.1%
QQQ
Invesco QQQ Trust
NASDAQ 100 ETF
$213.10
↓ 2.5%
VTI
Vanguard Total Stock
Total Market ETF
$213.10
↓ 2.5%
XEQT
iShares Core Equity
Equity Portfolio ETF
$213.10
↑ 1.1%
BND
Vanguard Total Bond
Bond Market ETF
$213.10
↑ 1.1%
GOOGL
Alphabet Inc.
Technology Stock
$213.10
↑ 1.1%
Invest based on
your needs
your needs
Welcome to,
Your Growth
↑ 5.3% this month
Starter Portfolio Types
Your Holdings
View All
Vanguard Growth ETF
Growth · 40% allocation
+7.2%
iShares Balanced ETF
Balanced · 35% allocation
+3.1%
BMO Stable Income ETF
Stable · 25% allocation
+1.8%
🐧
Stability AI
You invested $1,852.00 this month. Increase of 12% from last month!
You're very consistent, and I'm proud of you! 🎉
Welcome to,
Your Insights
Stability View
Financial View
Penny's Weekly Read
"You are building something real. 7 weeks of consistent habits means this is becoming who you are, not just what you're trying"
Your Momentum
7 Week Habit Streak 🔥
Longest Yet!
Keep going, every step counts!
Behavior Shifts & Wins
You reduced online shopping expenses by 30% compared to last quarter! 🔥
Credit card payments: 3 for 3, all on time. This is what progress looks like. 🚀
Japan Trip is now 80% complete — only $1,800 away from booking! 🗻
Closest to the Finish
4 active
Japan Trip ✈️
80%
$1,800 away from booking!
New Car Fund 🚗
60%
$8,000 saved of $13,000
Emergency Fund 🛡️
42%
$3,200 of $7,500 saved
Investment Starter 📈
15%
$375 of $2,500 invested
Welcome to,
Your Insights
Stability View
Financial View
JAN 2026 to MAR 2026
Quarter 1
Income
+$45,500
Q1 2026 total
Expenses
−$22,450
Q1 2026 total
Income
Expenses
Net Saved Q1
+$23,050
Emergency Fund 🛡️
3.1
Months
Coverage
Coverage
This is the buffer between you & a bad month. You are building real protection.
$3,200
Saved so far
$7,500
Goal (6 months)
The goal is 3–6 months of expenses. You've already hit your 1st milestone! At your current pace, you'll reach 6 months by early 2027.
🐧
Penny says
Financial Summary
Only a small % of people start tracking this early — you already have! Consistency & overrides are your next frontier. Let's review your spending patterns together.
Key Highlights
Check consistency & overrides
Review budget patterns this quarter
Track back all your transactions
Full transaction history available
Profile
Jordan Smith
raisaadriana@gmail.com · 2017830726
Behaviour Analytics
Check out how have you been doing.
Account Details
Identity Verification (Verified)
Check your verified status
Linked Bank Accounts
Manage your bank account
Notifications
Behavioral Nudges
Daily spending reminders
Weekly Score Summary
Every Monday morning