Private financial clarity for Mac

Your whole financial picture. Kept entirely yours.

Foundation brings your assets, liabilities, properties, and progress into one calm, private view—without sending your financial life to the cloud.

Local-firstNo app loginReadable JSON data

Foundation

DEMO

Your foundation

See the full picture of your finances.

A clear financial picture gives you the freedom to shape the life you want.
+ Add account

Current financial position  •  USD

$1,247,300

Total assets

$1,534,600 8 asset accounts

Total liabilities

$287,300 2 liability accounts
Financial position over timeCalculated automatically from each account's dated totals
All time
Wealth allocationAcross asset classes
Allocated$1.24M

Stocks 48%

Index funds 28%

Cash 14%

Real estate 10%

Your accountsThe accounts behind your complete financial picture
All    Assets    Liabilities    + Add

One calm place

Everything that matters. Nothing that doesn't.

Replace scattered spreadsheets with a living view of where you stand and how your financial life is changing.

01

Your complete position

Bring assets, liabilities, properties, and mortgages together. Foundation calculates your net worth automatically.

02

History that builds itself

Add dated balances and see your net worth story take shape over time.

03

Allocation with intention

Set target ranges and know at a glance where your portfolio is on track—or drifting.

Equities42%
Cash18%
Property31%
04

A place to think in writing

Capture your view on the economy, explore investment ideas, and document how you may want to manage your money in the future.

Investment outlook · Aug 12Watching rates before adding duration

If inflation continues to cool, consider shifting part of the cash position...

Privacy by architecture

Your finances never become our business.

Foundation is built local-first. There is no financial account connection, no app login, and no Foundation cloud holding your balances.

  • 01
    Saved on your Mac

    Your data lives in a readable local JSON file you control.

  • 02
    Automatic local backup

    The previous good version is preserved beside your current file.

  • 03
    Your choice of folder

    Keep it locally or choose a folder already synced by your backup provider.

FOUNDATION DATAfoundation-data.jsonStored on this Mac
AUTOMATIC BACKUPfoundation-data.json.bak

Start simply

From scattered to clear in three steps.

  1. 1

    Add what you own and owe

    Enter each account manually—no bank credentials required.

  2. 2

    Update on your rhythm

    Add a current balance monthly, quarterly, or whenever it helps.

  3. 3

    Watch the picture evolve

    Foundation turns your updates into history, equity, and allocation.

Foundation for Mac

Ready for a clearer view?

Enter your email to get access to the current Mac build and occasional product updates. No financial information is collected.

Built for Apple siliconRequires macOS 11 or later

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