What can OrbySystems do?

Chat over your data

Ask questions in plain language and get answers grounded in your actual data — plain text, a data table, or a chart, whichever fits the question best.

Personal finance, end to end

• Spending & income — every transaction auto-categorized, with recipes for spending trends, recurring bills, top merchants, and more.
• Investment — track brokerage holdings, allocation, and performance.
• Assets & liabilities — manually track a house, a car, or other assets, plus the loans against them, with automatic principal/interest tracking on linked payments.
• Standard workbooks — combine selected finance projects for spending, investments, net worth and debt views.
• Retirement Planning — connect spending and investments for an outlook and available scenarios.
• Retail Purchases — examine supported order histories, currently Amazon, item by item.
• General Documents — explore other personal records, including tax and trust documents.

See the Personal Finance section for details.

Recipes and dashboards

Pre-built charts and breakdowns for the questions you'll ask often, with drill-downs into the details behind any number. See Browse Recipes.

Getting your data in

• Statement Download Agent (Beta) — bring statements from your bank into a project without downloading them by hand. You sign in and open your statements page yourself; the agent downloads the new statements and adds them. For an unfamiliar page, demonstrate one statement download so it can learn locally. You stay in control of sign-in and can stop the download operation.
• Add New Institution — get a parser for a bank or brokerage statement OrbySystems doesn't read yet, or fix one that reads a statement wrongly, from a scrambled copy that keeps your data private.
• Transactions Extractor — parses bank and brokerage statements (PDF, CSV, spreadsheet) into clean transaction data, and lets you check a file before adding it.

Privacy tools

• PII Redactor — strip personal information out of a document before sharing or saving it elsewhere.

Model tools

• Model Test — check that a model you've configured works correctly with OrbySystems.

See the Tools section for a full walkthrough of each.