One number, and the history behind it
Dashboards commonly show a net worth figure that disagrees with the chart underneath it, because the live figure and the stored history are computed by different paths. Killion reconciles the two: the number on the dashboard and the last point of the history are the same value.
History also fills forward. If you do not open the app for a week, the chart does not develop a gap: the series continues, so month-over-month and year-over-year comparisons stay meaningful.
What it covers
Brokerage and crypto accounts link read-only: Killion can read positions and transactions and cannot trade, transfer or withdraw. Cash and bank balances are entered manually at present while automatic bank linking moves to a new provider. Property, vehicles, precious metals and liabilities are added by hand and priced at market where a market price exists.
The research behind it
Related features
- Budgeting: Income, fixed and flexible spending, feeding your projection instead of a guessed savings rate.
- Killion AI: Ask about your own numbers. Answers come back with charts, and changes arrive as cards you approve.
Choosing between tools? The best retirement planning software roundup compares Killion with Boldin, ProjectionLab and the others on price and features.