The Helm

Financial Navigation Suite

Instruments for charting your whole financial voyage. Everything runs in your browser — nothing you enter is ever sent anywhere. Keep your data with the Export buttons; it lives only on your device.

The Voyage — linked stages

Track where you are, project where you're heading, optionally tidy up, then test what happens when you live off it. Each stage hands its data to the next — finish one and click Proceed to carry everything forward automatically.

True North Landfall Soundings · data carries forward at each step
⚓ Optional waypoint · between Plan and Draw down

Anchor

Arrived, and ready to settle? Before drawing down, consolidate — rotate each holding into a simple equity-to-bond split and tidy the portfolio for the distribution phase. An optional diversion off the main voyage: take it from Landfall or True North, and it flows on to Soundings. Skip it and the voyage runs fine without.

Open →
Standalone — use any time

An independent instrument — no voyage required. Reach for it whenever a single decision needs testing.

◆ Decide

Dead Reckoning

A rotation calculator. Test moving an amount from one asset to another and see which course compounds better — and exactly when it overtakes. Independent of the voyage; import any portfolio and ask the question.

Open →
How the voyage connects: True North exports a portfolio file. Landfall and Soundings import it — or receive it automatically when you click Proceed.
Your data: never leaves your browser. Export regularly to keep a backup — your snapshot history is the one thing you can't rebuild.