You manage one household and want the portfolio, tax, and retirement views to line up.
For households
Keep the people, properties, debts, and living costs together before testing the next move.
Best fit if this sounds like you.
You are growing beyond one property and the spreadsheet stack is getting harder to trust.
You want to test sell, refinance, or retirement choices against the same current position.
What households usually need to see together.
The product is most useful when one decision depends on several parts of the household picture at once.
People and money together
Members, living expenses, debt service, and property ownership stay together so affordability is not guessed in isolation.
Current position before future projections
Cashflow, property tax, and debt load are shown first so every scenario starts from the actual current baseline.
Long-term questions without rebuilding
Retirement, stress, and sale paths reuse the recorded household facts instead of forcing new calculators for each question.
Common household decisions.
These are the questions that tend to move from curiosity to action.
Sell or hold
This is for the moment when a property has become a live decision rather than a background holding.
View decisionRefinance
This page is for testing whether a refinance improves the property path after costs and tax context are included.
View decisionShort stay
This page is for testing a change in operating model, not just a change in headline income.
View decisionRetirement with property
This page is for the long-horizon question: what does the current property base actually do for retirement capacity?
View decisionStart with your household.
Set up the records once, then open the decision pages when a property question becomes live.