Your whole financial picture, in plain language.
Ficus runs an AI agent that turns what you say into living financial models—net worth, equity, cash flow—and dashboards that keep themselves up to date. Nothing changes until you approve it.
Done — your holdings valued daily against live market prices, summed for the trailing 365 days.
Describe it. Review it. Watch it update itself.
No spreadsheets to wire up, no formulas to maintain. You talk to an agent; it structures your data, values it against the markets, and keeps your dashboards live.
Model anything you own
RSUs, cash, property, debt, private holdings — describe it in a sentence and Ficus structures it into typed, reusable data. No template required.
Live market data, built in
Holdings are valued against real prices and refreshed automatically — no manual snapshots, no stale numbers. Your net worth moves when the market does.
Review before anything changes
Every edit arrives as a changeset you approve or reject. Your data is never touched without an explicit green light — so the agent stays helpful, never reckless.
Dashboards that update themselves
Pin charts and pivots — net worth, allocation, holdings by company — and arrange them however you like. They recompute as your data and the markets move.
Model every client's wealth in one place.
Ficus gives advisory teams a dedicated workspace per household, a complete trail of every change, and dashboards you can hand to clients with confidence.
2 accounts · updated 2d$8.4M+2.1%
RSU + cash · updated 5h$3.1M+0.8%
4 accounts · updated 1d$12.6M−0.4%
equity plan · updated 3d$6.9M+1.5%
Start modeling your money.
Bring your equity, cash, and accounts into one living picture — in minutes, in plain language.
Start with a 14-day free trial, then $250/year.