Built for the income investor

I dumped a 12-tab spreadsheet the day I started Pro. The forecast view alone saves me a weekend per quarter.

The reliability score helped me rotate out of three high-yield traps that cut later that year. I hit my income number three years early.

Plaid import plus the AI summary lets us walk into the first review with a full picture instead of three weeks of data entry.

The cut-risk model flagged six of last year's biggest reductions an average of eighteen days early. Research-grade signal at a retail price.