Know what a purchase does to your goals, before you buy.
FinVantage runs a real simulation of your goals before and after a purchase, so you see the effect in seconds, not after the statement arrives.
- Model decisions before you commit
- Read-only bank connections
Before You Buy
A purchase, viewed through your goals.
Considering
Living room sofa
$2,800
Goals This Could Affect
Goal progressFeb 2030 → May 2030
Compare your options
Illustrative figures only. Your results depend on your accounts and assumptions.
How It Works
Bring in Your Financial Data
Connect a supported account or add your balances and transactions manually.
Set the Goals That Matter
A trip, a house, an emergency fund. Goals share one pool of savings, the way real money actually works.
Test a Decision First
See the effect on your goals before you buy, not after the statement arrives.
Our Intelligent Features
Our intelligent features: Copilot Agent, AI Advisor, Life Events, Quarterly Reports
Four AI-powered tools that read your real accounts and goals, and tell you what happens next.
Check a Purchase While You Shop
A Chrome extension that tells you what a purchase does to your goals, right on the product page, before you buy.
Copilot Agent
What It Does for You
- ✓Works on Amazon product pages
- ✓A clear verdict: looks good, heads up, or warning
- ✓Only the price and store ever leave your browser
A Heads-Up, Right Where You Shop
The Copilot checks a purchase against your real goals the moment you're looking at it, not after it's already on your statement.
- Shows up on checkout, rental and car-financing pages
- Reads only the price, item type and merchant, nothing else on the page
- Suggests only. It never clicks, fills or buys anything for you
Built to Be Trusted
Encrypted Connections
Bank connections run through Plaid in sandbox mode, over the same encrypted connection standard real banking apps use.
Read-Only Access
FinVantage never moves money, applies for credit, or takes an action on your accounts. It only suggests, and you decide.
Sandbox Data
This build uses synthetic or sandbox financial data. Production bank connections are not enabled.
Honest Estimates
Your future is shown as a range, with the disclaimer next to it, never a single number dressed up as a guarantee.