The biggest update since the beta launch: an MCP-powered AI Copilot that lives entirely on your machine.

What's new

  • AI Copilot: Intelligent portfolio analysis and natural-language Q&A over your own holdings, powered by MCP (Model Context Protocol).
  • Multilingual interface: The AI Copilot interface now supports both English and Chinese.
  • Statement parsing: Drop in a billing statement or PDF and let the Copilot draft entries for your review.

Your data never leaves your device — the Copilot runs against local data only.