A desktop application for managing cash portfolios and deposits across multiple financial platforms. Track balances, compare rates, and monitor FSCS protection — all from one place.
In DevelopmentMaintain a comprehensive view of cash deposits across multiple banks and financial platforms. See your total portfolio at a glance with breakdowns by institution, account type, and maturity date.
Compare interest rates across platforms to find the best returns. The application scrapes current rates from financial providers and presents them alongside your existing holdings to identify opportunities.
Monitor your deposits against Financial Services Compensation Scheme limits. Get clear visibility on how much of your cash is protected across each banking group, and receive alerts when you approach coverage thresholds.
Analyse your current allocation and receive suggestions for rebalancing. Factor in rate changes, maturity dates, and FSCS limits to make informed decisions about where to place new deposits.
Import and enrich financial data from multiple sources. Automated pipelines process raw data from platform exports, normalise formats, and keep your portfolio information up to date.
All financial data is stored locally on your device in an encrypted SQLite database. Your sensitive financial information never leaves your computer — no cloud accounts required.
Cash Management is a native desktop application built with Electron, React, and TypeScript. It uses a local SQLite database for fast, reliable data storage and runs on both Windows and macOS.
This product is currently in development. Get in touch to learn more or register your interest in early access.
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