Powerful Features.
Simple Interface.
Unified Wealth View
Aggregate every account, institution, and asset class into a single consolidated dashboard.
Real-Time Sync
Sub-5-minute data refresh across 12,000+ institutions.
Institutional Security
SOC 2 Type II certified. 256-bit AES encryption at rest.
Predictive Analytics
ML-driven models identify rebalancing opportunities and market timing signals.
Tax Alpha Generation
Automated tax-loss harvesting alerts and long-term vs. short-term gain analysis.
Intelligent Alerts
Threshold-based notifications for profit-taking and rebalancing events.
Experience
MiniCFO
Connect Accounts
Capital Liquidity
At a Glance
Instantly visualize tax-efficient capital versus assets with holding period constraints, early withdrawal penalties, or vesting schedules.
Movable Assets
Long-term capital gains positions and tax-efficient holdings. Available for strategic reallocation.
Locked Assets
Short-term positions, retirement account restrictions, vesting schedules, or penalty zones.
Four Steps to
Financial Clarity
Aggregate Accounts
Securely consolidate holdings from private banks, brokerages, custodians, digital asset platforms, and retirement accounts.
Analyze Liquidity
Visualize capital mobility instantly—identify tax-efficient positions versus restricted holdings across your entire portfolio.
Receive AI Insights
Proprietary algorithms evaluate market dynamics, concentration risk, and tax implications to surface optimal reallocation opportunities.
Execute Strategically
Act on data-driven recommendations at precise entry and exit points. Maximize after-tax returns through intelligent timing.
6-Month Backtesting
At a Glance
Every asset gets a baseline score. See exactly how each basket performed over the last 6 months.
Apple Stock
$45,200
6-month yield
S&P 500 Index
$82,000
6-month yield
Bitcoin
$18,500
6-month yield
Bond ETF
$25,000
6-month yield
Your Personal
MiniCFO
Real-time arbitrage opportunities. Sell high, buy low. Automatically.
Apple Stock
Trading 15% above 52-week moving average. Historical data suggests a pullback is likely.
Loved by Investors
“After selling my company, I had capital spread across seven institutions. MiniCFO was the first solution that gave me a true consolidated view with actionable tax optimization insights.”
Choose Your Plan
Start free, upgrade when you're ready. No hidden fees.
Starter
Perfect for getting started
- Connect up to 3 accounts
- Basic portfolio view
- Monthly performance reports
- Email support
Need a custom solution for your organization? Contact us for Enterprise pricing
Frequently Asked
Questions
We use Plaid, the same technology used by major banks and fintech companies. Your login credentials are never stored on our servers - they're encrypted end-to-end and handled directly by Plaid's secure infrastructure.
Connect All Your
Financial Accounts
Bank-level security. One-click connections. Your data stays encrypted and private.
Chase
Banking
Bank of America
Banking
Fidelity
Brokerage
Vanguard
Brokerage
Schwab
Brokerage
Coinbase
Crypto
Robinhood
Trading
E*Trade
Trading
TD Ameritrade
Brokerage
Wealthfront
Robo-Advisor
Betterment
Robo-Advisor
Kraken
Crypto