Tax and finance blog

News, tips and interesting information on the subject of tax and finance

2/15/2026Produkt Update

The new Financial Cockpit connects income, savings rate, assets and goals so your numbers become an ongoing financial plan.


Master Your Net Worth

Financial planning used to be about looking in the rearview mirror. With our latest update, we’re transforming your dashboard into a true Financial Cockpit that doesn't just show where you are, but where you're headed.

What’s New?

We’ve overhauled three core areas to provide the depth of insight usually reserved for professional portfolio managers.

1. Income Waterfall Analysis

Finally understand where your money goes. Our new IncomeOverview widget visualizes the journey from gross income to disposable cash.

  • Transparency: Automatic calculation of taxes and social contributions.
  • Disposable Focus: Real-time view of your monthly "fun money" after fixed expenses.

2. Asset Performance 2.0 (CAGR & Total Return)

An asset is only as good as its return. In the new overview, we now track:

  • Total Return: Your absolute performance since inception.
  • CAGR (Compound Annual Growth Rate): The annualized growth rate to finally make Crypto, ETFs, and Real Estate comparable.

3. Smart Savings Tracking

Your savings rate is the most important lever for wealth creation. Our new widget doesn't just show your current rate—it provides 5 and 10-year projections instantly.

Technical Deep Dive: Database Support

Thanks to our new database integration, your profiles and scenarios are now securely stored. This enables:

  • Historical Comparisons: See how your savings rate has improved over the last year.
  • Multi-Asset Support: From stock tickers to manual real estate entries, everything stays in sync.

Share article

More articles