ClarusFi: AI Wealth Tracker

ClarusFi is a private, AI-assisted wealth workspace for people managing accounts, investments, property, insurance, and liabilities across institutions and currencies. BUILD A COMPLETE WEALTH PICTURE • Track cash, brokerage and retirement accounts, crypto, real estate, insurance, mortgages, loans, and credit-card balances • See net worth, portfolio allocation, cash flow, liabilities, and currency exposure in one place • Add records manually or import CSV files, pasted text, statements, and on-device screenshot text UNDERSTAND WHAT CHANGED • Ask questions grounded in the records you choose to use • Review weekly changes with sources and evidence beside the numbers • Explore position timelines, dividends, interest, planned cash flow, and FIRE assumptions STAY IN CONTROL • Preview imports and AI-created drafts before anything changes • Keep core wealth records on device • Create manual backups in your private iCloud database and export a portable .wealthbundle • Use separate controls for remote AI, analytics, and optional feedback contributions ClarusFi is for record keeping, education, and self-directed review. It does not provide investment, tax, legal, or accounting advice. It does not place trades, move money, provide target prices, or silently change your records. Market prices in 1.1 are entered or imported and may be delayed or incomplete. Some features require ClarusFi Core or AI. AI includes Core; the plans do not stack. Payment is charged to your Apple ID. Subscriptions renew automatically unless canceled at least 24 hours before the end of the current period. Manage or cancel subscriptions in App Store settings. Privacy Policy: https://clarusfi.puretoolkit.com/privacy/ Terms of Use: https://clarusfi.puretoolkit.com/terms/