Features

Everything Velira does, in one place

Every asset, every dollar, every decision — explore each capability.

Complete net worth

One honest number across every account and asset class — with booked value and contingent upside kept separate, and the trend over time.

Exactly what comes in, what goes out, and how many months of runway you have — with alerts when a subscription or bill quietly drifts.

Live positions with true time-weighted return, cost basis and high-water marks, plus a clean trade queue with GTC stops.

Monte-Carlo survival odds and an honest floor from confirmed assets only — so you know your real odds, not a flattering guess.

An AI coach grounded in your live numbers — by text or voice — that explains the why, and tells you no when no is the right answer.

Brokerage, retirement, real estate, private lending, business equity, private equity, and cash — unified, with manual entry for anything.

CPA-grade tracking of brackets and liability, build-phase drill-downs, and a decision register for every move you make.

Mobile-native and installable, a 10-foot TV command center, light & dark — all on read-only, private-by-design connections.