Platform Capabilities Documentation

The Financial OS
Built for India.

325+ calculators, real-time market data, and local-first AI intelligence. Private, precise, and entirely client-side.

Privacy Engine

A zero-server approach to personal finance. Data ownership remains 100% with the user.

LivePrivacy

Local Vault

Secure

Stored in IndexedDB. No cloud storage, no data harvesting.

Local OCR

Private

Parse sensitive PDFs locally using client-side AI modules.

Encryption

Safe

Military-grade data rest protection within your sandbox.

Zero Login

Utility

Immediate access. No account creation required for tools.

PWA Offline

Speed

Works offline. Plan your wealth without an internet connection.

Precision

Core

Money class math ensures zero rounding errors in calculations.

AI & Automation

Automate financial auditing and document extraction using decentralized intelligence.

LivePrivacy

BYO API Key

Unique

Connect Gemini/OpenAI keys for unlimited AI features.

How to use:
1Go to 'Settings' in your dashboard.
2Paste your Gemini-2.0 or OpenAI API key.
3Keys are stored encrypted in your local vault.

AI CFO

Live

Automated audit of tax-saving gaps and portfolio health.

How to use:
1Provide your income and investment data.
2Open 'Intelligence Alerts' on the dashboard.
3Follow AI suggestions to optimize your net worth.

Extraction

New

Auto-fill calculators from Form 16 and bank statements.

How to use:
1Open an AI-supported tool (e.g. Tax Optimizer).
2Upload your PDF or CSV document.
3Review and sync extracted fields to your profile.

P2P Sync

Labs

Encrypted cross-device relay without a central server.

How to use:
1Generate a 'Sync Key' on your primary device.
2Enter the key on your mobile or second laptop.
3Data relays peer-to-peer with zero cloud storage.

Insights

Smart

Personalized rebalancing and tax-saving recommendations.

Compliance

Current

FY 2026-27 tax engines always current with latest rules.

Command Center

A deep dive into your private wealth dashboard. How to navigate and optimize your financial life.

LivePrivacy

Health Score

Logic

A real-time 0-100 metric of your financial fitness based on 5 core pillars.

How to use:
1Complete your 'Profile' with basic salary and age.
2Track at least one goal and one insurance policy.
3Watch the score react as you update your net worth.

Pillar Analysis

Visual

Visual radar chart showing your strength across Grow, Tax, Manage, Protect, and Loans.

How to use:
1Identify low-scoring sectors in the radar chart.
2Click a pillar to see recommended tools for improvement.
3Balance your 'radar' to ensure a stable financial future.

Intelligence Alerts

Action

Proactive notifications identifying critical financial gaps or savings opportunities.

How to use:
1Check the 'Intelligence' banner on your dashboard.
2Follow the 'Resolve' link to take immediate action.
3Dismiss alerts once your strategy is updated.

Quick Sync

Utility

Instantly update your income, expenses, or tax profile from anywhere in the dashboard.

How to use:
1Use 'Add Income' to log salary changes.
2Log expenses to update your emergency fund duration.
3One-click 'Tax Check' to verify FY 26-27 liability.

Wealth Audits

Report

Generate a professional PDF summary of your entire financial state for offline review.

How to use:
1Navigate to 'Reports' in the dashboard menu.
2Click 'Generate PDF Audit' to run local report engine.
3Download and save locally. No data leaves the browser.

Household Sync

Family

Switch between family member profiles to manage a consolidated household net worth.

How to use:
1Go to 'Household' in the dashboard.
2Create profiles for spouse, children, or parents.
3Toggle profiles from the top bar to track separate goals.

Pillar Architecture

Isolating complex logic into 6 distinct financial domains for 100% consistency.

112+
Tools

Grow

Wealth creation tools.

SIP/Lumpsum
XIRR Engine
IPO Lottery
Retirement
48+
Tools

Taxes

FY 26-27 tax math.

Optimizer
Advance Tax
LTCG/STCG
80C/HRA
35+
Tools

Manage

Cashflow control.

Burn Rate
Budgeting
Expenses
Salary
24+
Tools

Protect

Safety net tools.

HLV Planner
Health Audit
Emergency
Legacy
32+
Tools

Loans

Debt strategies.

Snowball
Affordability
Prepayment
BT
18+
Tools

Estate

Property ROI.

Rental Yield
ROI Planner
Eligibility
Buy/Rent

Trackers & UI

Active monitoring dashboards for unified financial oversight.

LivePrivacy

Portfolio

Master

Track Stocks, MF, FD & Gold. Sector & XIRR analysis.

Details

Debt Planner

Core

Consolidate loans. Payoff simulation with Snowball.

Details

Emergency

Survival duration radar based on expense tracking.

Details

Household

Family

Consolidated family view for up to 5 profiles.

Health Score

Unified 0-100 score of your financial fitness.

Reports

Pro

Generate automated PDF wealth audits in 1 click.

Data Feeds

Real-time market indicators powering the entire platform.

LivePrivacy

Gold/Silver

Daily 24k/22k rates from IBJA/MCX.

Forex

Conversion for 20+ major global currencies.

Indices

Nifty 50 and Sensex tracking for benchmarks.

Fuel

Daily Petrol/Diesel prices for all major cities.

RBI Rates

Repo, Reverse Repo, and MSF policy tracking.

Lending

Live base rates from SBI, HDFC, and ICICI.

Financial clarity awaits.

Join thousands of users using India's most private and precise financial command center. 100% Client-Side. 0% Data Harvesting.

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Trezoriq — Every Money Decision. One Platform.