Every function

All 93 things it does

This is the app's own function register, not a feature list written for a page. Each row names the view that carries it, the component that implements it, and opens it in the demo. 24 of them moved from where they used to live; 3 have no backend yet and says so.

Nothing in this list is aspirational. If a function is here, it exists in the shipped build and the evidence column is the file that proves it.

Today 6

Functions in the Today band, with the view and component that implement each
Function	Where it lives	Evidence	Try it
Net worth with allocation by asset class and by account	Today › My Overview	`ui/src/tabs/Overview.tsx`	Open
Recent momentum: net worth analysis over a range	Today › My Overview	`ui/src/tabs/Overview.tsx`	Open
Health by dimension, weakest first	Today › My Overview	`ui/src/tabs/Overview.tsx`	Open
Alerts: double charges, overlapping subscriptions, missing statementsmoved	Today › Alerts	`ui/src/tabs/Alerts.tsx`	Open
Alert action: import the missing statement	Today › Alerts	`ui/src/tabs/Alerts.tsx`	Open
Dismiss an alert (with Undo)	Today › Alerts	`ui/src/tabs/Alerts.tsx`	Open

Wealth 23

Functions in the Wealth band, with the view and component that implement each
Function	Where it lives	Evidence	Try it
Concentration: net worth lost if the top name halves (TSLA)moved	Wealth › Holdings	`ui/src/tabs/Holdings.tsx`	Open
Margin health: equity against the maintenance linemoved	Wealth › Debt	`ui/src/tabs/Debt.tsx`	Open
Review idle cash (forgone yield)	Wealth › Cash	`ui/src/tabs/Cash.tsx`	Open
Household by member: Ben + Sandee = Household, allocation, concentration	Wealth › Household	`ui/src/tabs/Household.tsx`	Open
Household invite code (24 words)moved	Wealth › Household	`ui/src/tabs/Household.tsx`	Open
Link a household membermoved	Wealth › Household	`ui/src/tabs/Household.tsx`	Open
What you share with the household (per asset class)moved	Wealth › Household	`ui/src/tabs/Household.tsx`	Open
Push my vault to the householdmoved	Wealth › Household	`ui/src/tabs/Household.tsx`	Open
Every position, grouped by account, class or owner	Wealth › Holdings	`ui/src/tabs/Holdings.tsx`	Open
Edit or remove a position (row menu, with source)	Wealth › Holdings	`ui/src/tabs/Holdings.tsx`	Open
Imported positions that duplicate your own: merge or keep both	Wealth › Holdings	`ui/src/tabs/Holdings.tsx`	Open
Savings goals: progress, edit target, add, removemoved	Wealth › Cash	`ui/src/tabs/Cash.tsx`	Open
Equity and ETF positions	Wealth › Stocks	`ui/src/tabs/Stocks.tsx`	Open
Options contracts: add, edit, time to expiry	Wealth › Options	`ui/src/tabs/Options.tsx`	Open
Crypto positions, price action, allocation by token	Wealth › positions	`ui/src/tabs/Crypto.tsx`	Open
Clean up crypto (dust and zero rows)	Wealth › positions	`ui/src/tabs/Crypto.tsx`	Open
Stablecoins broken out separately	Wealth › positions	`ui/src/tabs/Crypto.tsx`	Open
Add a self-custody wallet token	Wealth › positions	`ui/src/tabs/Crypto.tsx`	Open
On-chain wallets: add, edit, remove, counts toward net worthmoved	Wealth › wallets	`ui/src/tabs/Crypto.tsx`	Open
Wallet monitoring key (CoinStats) and wallet syncmoved	Wealth › wallets	`ui/src/tabs/Crypto.tsx`	Open
Cash accounts and foreign currency (USD per unit)	Wealth › Cash	`ui/src/tabs/Cash.tsx`	Open
Add a liability	Wealth › Debt	`ui/src/tabs/Debt.tsx`	Open
Payoff planner: avalanche with an extra amount each month	Wealth › Debt	`ui/src/tabs/Debt.tsx`	Open

Flow 15

Functions in the Flow band, with the view and component that implement each
Function	Where it lives	Evidence	Try it
Cash flow in and out, month by month	Flow › month	`ui/src/tabs/FlowState.tsx`	Open
Major categories against last month	Flow › month	`ui/src/tabs/FlowState.tsx`	Open
Expense Flow: the river from income through gates to spendingmoved	Flow › expense flow	`ui/src/tabs/FlowState.tsx`	Open
Subscriptions and memberships: manage	Flow › month	`ui/src/tabs/FlowState.tsx`	Open
Worth a second look: “Looks right” to dismiss	Flow › month	`ui/src/tabs/FlowState.tsx`	Open
Share the month’s flow summary	Flow › month	`ui/src/tabs/FlowState.tsx`	Open
Flow insights (AI, computed on this Mac)	Flow › month	`ui/src/tabs/FlowState.tsx`	Open
Pay stub trend and client receiptsmoved	Flow › income and pay	`ui/src/tabs/FlowState.tsx`	Open
Transactions ledger, categories, top merchants	Flow › Expenses	`ui/src/tabs/Expenses.tsx`	Open
Repeat charges	Flow › Expenses	`ui/src/tabs/Expenses.tsx`	Open
Add a transaction by hand (validated)no backend yet	Flow › Expenses	`ui/src/tabs/Expenses.tsx`	Open
Edit or delete a transaction row	Flow › Expenses	`ui/src/tabs/Expenses.tsx`	Open
Import a tax document (file or From Photos)	Flow › Tax Documents	`ui/src/tabs/TaxDocs.tsx`	Open
Estimated tax: married filing jointly or separately	Flow › Tax Documents	`ui/src/tabs/TaxDocs.tsx`	Open
Line items and wages and withholding by year	Flow › Tax Documents	`ui/src/tabs/TaxDocs.tsx`	Open

Future 10

Functions in the Future band, with the view and component that implement each
Function	Where it lives	Evidence	Try it
Plan verdict and Monte Carlo (4,000 paths)	Future › plan	`ui/src/tabs/Retirement.tsx`	Open
People and income: who is modelled, retirement year	Future › plan	`ui/src/tabs/Retirement.tsx`	Open
Assumptions: spending, horizon, inflation, withdrawal tax	Future › plan	`ui/src/tabs/Retirement.tsx`	Open
Social Security: find the best claim ages	Future › plan	`ui/src/tabs/Retirement.tsx`	Open
Returns: notional growth by security	Future › plan	`ui/src/tabs/Retirement.tsx`	Open
Projection, bridge to Social Security, required return	Future › plan	`ui/src/tabs/Retirement.tsx`	Open
Locations globe: 50 places ranked by plan success	Future › places	`ui/src/tabs/Retirement.tsx`	Open
A place: cost, visa, safety, health, photos, map	Future › places	`ui/src/tabs/Retirement.tsx`	Open
Ask the advisormoved	Future › Advisor	`ui/src/tabs/Advisor.tsx`	Open
New conversation	Future › Advisor	`ui/src/tabs/Advisor.tsx`	Open

Keep 39

Functions in the Keep band, with the view and component that implement each
Function	Where it lives	Evidence	Try it
Remove an account (delete its records to re-import clean)moved	Keep › remove data	`ui/src/tabs/ImportData.tsx`	Open
Advisor backend settingsmoved	Keep › Settings	`ui/src/tabs/Settings.tsx`	Open
Vault documents: view, edit, delete	Keep › documents	`ui/src/tabs/Vault.tsx`	Open
Create a legal document (will, power of attorney)	Keep › documents	`ui/src/tabs/Vault.tsx`	Open
Go Bag: save or print	Keep › documents	`ui/src/tabs/Vault.tsx`	Open
Local copies: download the data file	Keep › documents	`ui/src/tabs/Vault.tsx`	Open
Next of kin and instructions	Keep › family	`ui/src/tabs/Vault.tsx`	Open
Notary directory	Keep › family	`ui/src/tabs/Vault.tsx`	Open
Open a household member’s vault	Keep › family	`ui/src/tabs/Vault.tsx`	Open
Show my seed phrase (hold to reveal)	Keep › keys	`ui/src/tabs/Vault.tsx`	Open
Who opened your vault	Keep › keys	`ui/src/tabs/Vault.tsx`	Open
Re-print the recovery kitmoved	Keep › keys	`ui/src/tabs/Vault.tsx`	Open
Touch ID: turn on or offno backend yet	Keep › Settings	`ui/src/tabs/Settings.tsx`	Open
Lock Meridianmoved	Keep › Settings	`ui/src/tabs/Settings.tsx`	Open
Import a statement: CSV, OFX, QFX (PDF via the app)	Keep › bring data in	`ui/src/tabs/ImportData.tsx`	Open
Teach a format: map columns, remember it	Keep › bring data in	`ui/src/tabs/ImportData.tsx`	Open
Batches with provenance and Undo this import	Keep › batches	`ui/src/tabs/ImportData.tsx`	Open
Bank sync (SimpleFIN): connect with a token, disconnect	Keep › bring data in	`ui/src/tabs/ImportData.tsx`	Open
Remove data by institution, type and date	Keep › remove data	`ui/src/tabs/ImportData.tsx`	Open
Pair Quasar: QR or pairing offer with a 6-digit code	Keep › devices	`ui/src/tabs/Quasar.tsx`	Open
Devices: approve or revokemoved	Keep › devices	`ui/src/tabs/Quasar.tsx`	Open
Sync status and Sync nowmoved	Keep › status	`ui/src/tabs/Quasar.tsx`	Open
Data recovery: compare this Mac with your other devicemoved	Keep › recovery	`ui/src/tabs/Quasar.tsx`	Open
Back up now and restore from a backup file	Keep › Settings	`ui/src/tabs/Settings.tsx`	Open
Export CSV or JSON, copy the portfolio as JSON	Keep › Settings	`ui/src/tabs/Settings.tsx`	Open
Market data key (Alpaca, real-time quotes)	Keep › Settings	`ui/src/tabs/Settings.tsx`	Open
Share holdings with Vela	Keep › Settings	`ui/src/tabs/Settings.tsx`	Open
Movement sounds and spoken welcome	Keep › Settings	`ui/src/tabs/Settings.tsx`	Open
AI features on or off (and the AI mode chip)	Keep › Settings	`ui/src/tabs/Settings.tsx`	Open
Check for updates, install and restart	Keep › Settings	`ui/src/tabs/Settings.tsx`	Open
License and trial	Keep › Settings	`ui/src/tabs/Settings.tsx`	Open
Danger zone: lock everything to local only, purge all data	Keep › Settings	`ui/src/tabs/Settings.tsx`	Open
Vibes: theme, accent, density, motionmoved	Keep › Settings	`ui/src/tabs/Settings.tsx`	Open
Reorder views within their groupmoved	Keep › Settings	`ui/src/tabs/Settings.tsx`	Open
Scope: Household, Ben, Sandeemoved	Keep › Settings	`ui/src/tabs/Settings.tsx`	Open
Alternate view (Orbit home)moved	Keep › Settings	`ui/src/tabs/Settings.tsx`	Open
Replay onboarding	Keep › Settings	`ui/src/tabs/Settings.tsx`	Open
Engine self-check (invariants and reference results)no backend yet	Keep › Settings	`ui/src/tabs/Settings.tsx`	Open
Your location: the live meridian, precise location on request	Keep › Settings	`ui/src/tabs/Settings.tsx`	Open

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