Dashboard

J James

Net Worth

$312,480
▲ 2.4% +$7,240 this month

Cash on Hand

$18,640
−$1,120 vs last month

Spending (30d)

$4,812
▲ 6% vs prior period

Safe-to-Spend

$1,290
left after bills & goals

Net Worth Trend

Spending by Category

Recent Transactions

View all →

Alerts & Insights

Netflix went up. Your subscription rose $3.00 (to $22.99) this month.
Dining budget 92% used with 9 days left in the period.
Income detected. Payroll of $4,200 posted 2 days early.
Unusual charge. $189 at an unrecognized merchant — review?

Total Assets

$389,910

Total Liabilities

$77,430

Net Worth

$312,480
▲ $41,900 (1 yr)

Net Worth Over Time

Composition

Assets & Liabilities

Income (30d)

$8,400

Expenses (30d)

$6,110

Net Cash Flow

+$2,290

Savings Rate

27%
▲ 4 pts

Income vs Expenses

Dashed = forecast

Recurring Income

Fixed Outflows

Click a row with ⊟ to see a split transaction
Method: Flexible + rollover

Budgeted

$5,400

Spent

$4,112

Remaining

$1,288

Rollover In

$240

Category Budgets

Monthly Recurring

$1,284
across 11 subscriptions

Due in 7 Days

$412

Price Increases

2
flagged this month

Subscriptions & Bills

Sorted by next due date

Portfolio Value

$214,120

Total Return

+$38,940
+22.2% all-time

TWR (1Y)

+11.8%

vs S&P 500

−1.3%
benchmark lag

Portfolio Performance

Allocation

Holdings

Savings Goals

Debt Payoff

Monthly Spending Trend

Top Categories

Category Breakdown

Connections & Sync

Bank sync engine
SimpleFIN bridge · self-hosted
Connected
Crypto wallets
Read-only addresses
2 linked
CSV / OFX import
Manual upload

Preferences

Base currency
Household members
Shared, free, unlimited
2 users
Data export
Full portable backup
Deployment
Docker · v0.1 prototype · open source
Self-hosted
Your identity

Your Tideline Key

A pseudonymous ID generated on your machine — the only thing a buyer ever sees. No name, no email, no account numbers.

🔑 tdl_9f3a2c7be14d8a55
🔒 Your private key stays on this device. It signs each export and proves a lead was yours when you claim a payout. We never see it.
Your earnings

Your cut

$142.50
Paid out
$60.00
Pending
3
Acted on
Build your packet

Choose what to share

Every value is a band or category that describes a segment, not you. Riskier fields start off.

Offer categories you'll accept
Privacy check

How identifiable is this?

Low
Safest — describes a broad segment.
$3–$8
est. value per matched offer · richer = more valuable but more identifying
Preview & export

Signed packet


              
What comes back

Your offers

De-identified, not anonymous — and this is regulated. Financial data can sometimes be re-identified, especially when region + income + age combine. Sharing data for value may count as a "sale" under CCPA/CPRA, and financial lead-gen has its own rules. Prototype, not legal advice — consult a privacy/fintech attorney before a live marketplace.
Tideline Assistant×
Hi James 👋 I run locally on your data — nothing leaves your server. Ask me anything about your money.
How much did I spend on dining last month? What subscriptions can I cancel? Am I on track for my emergency fund?