Personal Project · Invite Only
MyFi is a self-hosted personal finance dashboard that unifies every account, tracks investments in real time, and projects wealth through retirement with Monte Carlo forecasting, withdrawal-rate planning, and scenario comparisons. It's invite-only while I dogfood it with real accounts — the interactive demo below runs on simulated data so you can see exactly what's inside.
Simulated Demo
The same interactive walkthrough shown on MyFi's own logged-out home page — click through the sidebar to explore every section.
Your financial snapshot
Net Worth
$284,510
+$6,842 this month
Total Assets
$312,200
8 accounts
Liabilities
$27,690
2 accounts
Net Worth — 12 months
Allocation
Accounts
Fidelity 401(k)
Tax-Deferred
$142,800
Fidelity Roth IRA
Tax-Free
$58,400
Vanguard Brokerage
Taxable
$47,200
Marcus HY Savings
Taxable
$22,800
Chase Checking
Checking · Taxable
$6,140
Marcus HY Savings
Savings · Taxable
$22,800
Fidelity 401(k)
Retirement · Tax-Deferred
$142,800
Fidelity Roth IRA
Retirement · Tax-Free
$58,400
Vanguard Brokerage
Brokerage · Taxable
$47,200
Vanguard Roth IRA
Partner$34,860
Chase Visa
Credit Card · Taxable
−$3,690
Toyota Auto Loan
Auto Loan · Taxable
−$24,000
| Ticker | Name | Shares | Price | Value | G/L |
|---|---|---|---|---|---|
| VTI | Vanguard Total Market ETF | 142 | $248.30 | $35,255 | +18.2% |
| AAPL | Apple Inc. | 85 | $189.40 | $16,099 | +30.4% |
| MSFT | Microsoft Corp. | 40 | $412.70 | $16,508 | +32.9% |
| BND | Vanguard Total Bond ETF | 220 | $73.10 | $16,082 | −5.6% |
| BTC | Bitcoin | 0.42 | $64,200 | $26,964 | +68.9% |
| VXUS | Vanguard Total Intl ETF | 180 | $61.80 | $11,124 | +10.6% |
At Retirement
$1.16M
At Age 80
$1.62M
At Age 100
$2.05M
Portfolio at Retirement
$1.16M
from Forecast, base case
Safe Monthly Income
$3,867
at a 4% withdrawal rate
Social Security
Age 67
$2,180/mo estimated benefit
Withdrawal Strategies
| Strategy | Rate | Monthly Income | Portfolio Lasts Until |
|---|---|---|---|
| Conservative | 3% | $2,900/mo | Age 100+ |
| Safe Withdrawal (4% rule) | 4% | $3,867/mo | Age 100+ |
| Moderate | 5% | $4,833/mo | Age 89 |
| Aggressive | 6% | $5,800/mo | Age 81 |
Spent
$3,842
this month
Income
$5,000
this month
Saved
$1,158
23% savings rate
Spending by Category
Tax Treatment — $312,200 total assets
$93,260
2 Roth IRAs
$142,800
401(k)
$76,140
Checking · Savings · Brokerage
By Account
$142,800
$58,400
$47,200
$34,860
$22,800
CSV Import
Bulk-upload historical balances
OFX / QFX Import
Bank & brokerage exports, with a diff preview
Recent Imports
chase_checking_2026.ofx
Chase Checking · 14 transactions
fidelity_401k_history.csv
Fidelity 401(k) · 12 snapshots
vanguard_brokerage.ofx
Vanguard Brokerage · 2 unmatched holdings
Capabilities
Everything needed to see a whole financial picture in one place — and plan what comes next.
A high-level snapshot of net worth across every account, allocation by asset class and tax treatment, and a net-worth trend chart. Fully customizable — show, hide, and reorder every card.
Track checking, savings, retirement, brokerage, and credit accounts in one place, plus live prices, cost basis, and unrealized gain/loss on individual securities.
Monte Carlo projections from today to age 100, run as base, optimistic, and pessimistic scenarios that factor in contributions, returns, inflation, and Social Security.
Connect a real brokerage, retirement, bank, or credit account via Plaid — holdings and balances sync automatically, with a daily refresh and a manual sync-now action for anything that needs an update sooner.
Model named what-if plans — retire earlier, save more, change the return assumption — and see each one compared side-by-side against the current baseline.
Set milestones like net-worth or down-payment targets and track progress automatically, while modeling recurring savings and employer match into the forecast.
Link an account with a partner's to combine financial data into a unified net-worth view and a shared retirement forecast.
Bulk-upload historical balances from a spreadsheet, or parse bank and brokerage OFX/QFX exports with institution detection and a diff preview before writing changes.
Ask natural-language questions about your finances via a locally-run LLM. No data ever leaves the machine.
Invite Only
MyFi isn't publicly available yet — it's still growing with a small group of invited users. If what you saw above is interesting, reach out and I'll follow up when a spot opens.