Now in beta · iPhone & web

The CFO for
your household.

Sightline brings every account, holding, card and loan into one calm command centre, with Oracle, an AI CFO that reads your real numbers, answers in plain language and does the back-office work.

  • Read-only bank links via Plaid
  • USD & CAD, side by side
  • Face ID locked
Sightline Pulse: net worth, chart and today's signal

Net worth

$21,206,968

▲ +$3.23K · +0.02%

Oracle

You're up $48K today, led by NVDA. Want the full breakdown?

Heatmap · today

NVDA+1.32%MSFT+0.48%AAPL−0.21%AMZN+0.71%GOOGL+0.34%META−0.52%
Card payments never count as spending

01Pulse

Your whole financial life, at a glance.

Macro, not micro. Pulse answers the questions that matter: where you stand, how today went, and what needs your attention. It doesn't care whether you bought a $5 coffee.

Net worth you can travel through
Every daily snapshot since you joined. Drag the chart and watch the numbers roll back in time.
Today's signal
Your portfolio's move next to the S&P 500, Nasdaq, Dow, Russell and USD/CAD.
What needs you
Reconnects, cards due, overdue tasks, surfaced before they become problems.
Composition
Markets, private assets, cash and every liability, in one honest picture.
Pulse composition rings and attention list
Net worthSynced 4:36 PM

$21,206,968

▲ +$0.64M · +3.12%past 3M
Drag across the chart

02Markets

Your portfolio, the way a trading desk sees it.

Live P&L through the session, a heatmap of every position, movers, allocation by sector or account, and the only benchmark that matters: you versus the market. USD and CAD holdings, converted at Bank of Canada rates.

Heatmap · 22 positions

NVDA+1.32%+72.40%
MSFT+0.48%+41.20%
AAPL−0.21%+31.80%
AMZN+0.71%+28.70%
GOOGL+0.34%+35.10%
META−0.52%+46.60%
BRK.B+0.19%+20.30%
V+0.25%+18.80%
COST+0.61%+39.10%
TSLA−2.84%−8.40%
SHOP−1.73%+15.20%
JPM+0.28%+24.40%
QQQ+0.64%+29.70%
CNQ+1.22%+13.30%
POW+1.82%+27.10%
XOM−0.34%+6.10%
UNH+0.51%−12.10%
HD−0.18%+9.40%
AVGO+1.41%+81.20%
VTI+0.47%+21.40%
BND+0.12%+2.10%
BTC−0.94%+114.20%
−3%+3%

You vs the market · 1Y

+18.40%

  • You +18.40%
  • S&P 500 +14.20%
  • Nasdaq +16.90%
Sightline Markets: today's P&L and holdings heatmap

03Oracle

Ask your CFO anything.

Oracle is the AI back office for your household. It works like a sharp analyst who already knows every account you own, and tells you when it needs a human to sign off.

Reads your real numbers
Accounts, holdings, cards, loans, budgets and goals, live. Never a generic answer.
Shows its work
Every answer comes with the steps it took, so you can check the math.
Asks before it acts
Creating tasks, recording trades or editing records always waits for your approval.
Answers email too
Forward a statement or a promo to agent@sightlineapp.com and it files the details.

Oracle

AI CFO · online

Ask Oracle anything…

04Flow

Money in, money out. Nothing counted twice.

Cash flow, spending by category, budgets, income and every card and loan you owe. Paying off a credit card or moving money between your own accounts never shows up as spending, so the numbers mean what they say.

Cash flow · this month

October 2026

Money in

$37.5K

Money out

$6.51K

Net flow

+$30,994

This monthLast month

Spending by category · 30D

  • Travel$3.44K
  • General merchandise$1.57K
  • Personal care$1.17K
  • Food & drink$658
  • Transportation$287
  • Entertainment$248

How Sightline reads your ledger

  • Whole Foods Market

    Food & drink

    −$186.42

    Spending
  • AMEX PAYMENT THANK YOU

    Credit card payment

    −$17,185.93

    Not spending
  • Transfer to High Yield Savings

    Between your accounts

    −$5,000.00

    Not spending
  • Air Canada

    Travel

    −$1,284.10

    Spending
Liabilities: loans and credit cards with due dates

05HQ

Run your household like a well-run company.

Members, spouses, trusts and holding companies. Goals, connections, manual accounts and the tasks that keep it all on track. Sightline knows who owns what, so the answers are right for the whole family.

Household · 5 tax entities

The AveryHousehold
JordanMember
SamMember
RileyDependant
Avery Family TrustTrust
Avery Holdings Inc.Corporation

Plan readiness

82%Ready
  • Household100%
  • Assets92%
  • Liabilities90%
  • Income80%
  • Budgets & goals65%
  • Connections62%

Tasks · Oracle keeps these current

  • File T1135 foreign property return

    Due Apr 30

  • Renew Muskoka cottage insurance

    Due in 6 days

  • Review quarterly portfolio allocation

    Due Oct 28

  • Use the Amex Platinum hotel credit

    Expires Dec 31

HQ: workspace and plan readiness

Security & privacy

Private by default.

Your finances are nobody's business. Sightline is built so you can open it on a train, show it to an accountant, or hand your phone to a friend without giving anything away.

  • Read-only bank links

    Accounts connect through Plaid. Sightline can see balances, holdings and transactions. It can't move money.

  • Face ID lock

    The app locks itself when you step away, and asks for Face ID before showing a single number.

  • Encrypted, never sold

    Your data is encrypted in transit and at rest. We don't sell or rent your personal information.

Privacy mode

One tap hides every figure in the app. Hold any number to peek.

Net worth$21,206,968
Cash$1,065,365
Credit cards$38,397
Today+$48,210

Everywhere you are

One CFO. Every surface.

Sightline Pulse on iPhone

iPhone

Native, fast, private.

Built in SwiftUI with Metal-rendered charts, Face ID and push notifications the moment Oracle finishes a job.

Web

The full command centre.

Every account, report and setting on a big screen, with Oracle one keystroke away. Open the web app →

Your AI tools · early access

Inside the agents you already use.

The sightline CLI and MCP server let Claude Code, Codex and other agents read your finances and manage tasks, with the same approvals.

Pricing

Free while we're in beta.

The beta is free for your first year. At full release Sightline will be $30 a month, and beta members lock in early pricing.

Meet your household's CFO.

Connect your accounts in a few minutes. Ask Oracle your first question tonight.