See your money clearly.
Put your income, spending and balances in one place. See your retirement date and the numbers behind it.
Finn, your personal finance assistant.
Ask Finn about your spending, savings or retirement date. Nothing changes until you approve it.
How Finn worksSee your whole financial life in one place.
Home
See when you could retire on your current savings, and the one change that helps most.
Accounts and Transactions
See the balances, income and spending behind your retirement date. Import a statement, use Cashmere Connect on your bank page, or type it in.
Investments
Track every holding in one place: value, concentration, drift, and fees. Connect Interactive Brokers through its read-only report.
Plan
Try a home purchase, career break, or spending change against your current path before saving a scenario.
Protection
Find out if your life, illness and hospital cover is enough for your plan.
All your investments in one place.
Add holdings from any broker or robo, or connect Interactive Brokers read-only. Cashmere prices them at each day's close and shows you four things at a glance.
01
Total value
What everything is worth today, in your currency. Break it down by asset class, region, type or account.
02
Concentration
How many holdings you have, which is the largest, and how much of your money sits in it.
03
Diversification drift
Set a target mix, then see how far each asset class has moved from it, in percent and dollars.
04
Fees
Your average expense ratio across holdings and what it costs you each year.
Cashmere never tells you what to buy or sell, and shows no live quotes. A broker connection can see your holdings and can never trade.
Plan your retirement and check your insurance.
- Your FIRE date
- Your income, spending, savings rate, and assets turned into one projection: the year work becomes optional, shown as a range.
- Test big decisions first
- Buying a home, changing careers, taking a year off: see how much each one moves your date before you commit.
- Change any assumption
- Edit a number and the whole plan updates, date included.
- Cover versus what you owe
- Your policies compared with your dependants, debts, and time to recover, so you see the gap in dollars.
- What premiums cost your plan
- See how much each premium takes from your monthly savings, and how it moves your retirement date.
- If you stop working
- If you stop working tomorrow, you see whether your family and your plan are still covered.
Use Cashmere in Claude or ChatGPT.
Cashmere has an MCP server. Add it to Claude or ChatGPT to ask about the balances, spending and plan in your Pocket.
01
Connect once
Add Cashmere's MCP server to Claude or ChatGPT and sign in to your Pocket.
02
Ask about your money
Your assistant answers from your own plan, balances and spending, and shows how recent each number is.
03
Approve in Pocket
Tell your assistant what you spent. Nothing is saved until you approve it in Pocket.
Neither can change your Pocket without your approval, and Cashmere never moves money.
How to connect