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Stop tracking the past. Navigate your future.

Connect your accounts to sync everything, or add your details by hand — then get your precise financial diagnostic. No login required.

1. Automated Connection (Sync)

Auto-sync checking, savings, credit cards & investments in one step.

or preview with demo data

Demo connections fill the sections with sample data so you can preview the synced experience.

Helps tailor the diagnostic to your life stage and goals.

AgeAnnual income ($)Monthly spending ($)OccupationLocationMarital statusChildren / dependents

Goals

Connect a bank or add one account to continue.

Help improve Lodestar — store this analysis anonymously (no name, login, or account numbers) to sharpen future guidance. You can opt out anytime.

We process statements to extract the figures and don't store the raw file. Numbers stay in your session until you choose to save them.