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Personal planning and proposed shared reference data. No financial connections are included today.
- Google Calendar
- CoinGecko
The WealthOS platform
One system for a
complex financial life.
An intelligent operating system that connects your financial picture, explores your possibilities and coordinates the work behind your goals.
Explore the interactive appOne financial life. One connected view.
Accounts, commitments, goals and the people who matter—connected into a living map. Each insight keeps its source, so you can trace what the system knows and correct what it does not.
Household mapAccount contextSource visibility
WYour financial lifeYou set the direction.
Investments
Family
Goals
Property
Taxes
Legacy
Designed together / demonstrated locally
One workspace.
Every connected decision.
Fictional Michael snapshot · 12 October 2026 · financial data integrations remain future work
Household
$6.84mFictional Michael net worth: cash + modeled portfolio.
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Decisions
Review before actionEvidence, alternatives and a local activity receipt.
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Portfolio
$6.592mModeled portfolio; allocations and holdings are synthetic.
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Cash
$248,000Fictional cash reserve; no real transfers.
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Tax coordination
Prepare questionsIllustrative documents and review tasks, not tax filing.
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Retirement
Age 58Baseline Michael retirement timing; assumptions remain visible.
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Estate & legacy
Connect responsibilitiesFictional roles and documents; no legal execution.
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Permissions
Your controlScoped demo preferences with pause and reset.
Open the workspaceINTEGRATIONS & AI WORKFLOWS
The right connection, for a clear purpose.
Explore the services under review and the work they could support. Provider configuration is setup work; it does not mean an account is connected or that WealthOS can use its data.
Available today
Members can use the permission-controlled AI guide with fictional scenarios. Productivity connection status and disconnection are implemented; general connection setup remains closed, with a restricted Google Calendar pilot. Selected-source previews are being introduced behind a separate read permission and provider review. AI sharing requires your approval of an exact preview. Provider writes remain unavailable.
Review member connections →
Plus
Proposed selected-document review and household coordination using personal productivity accounts.
- Gmail
- Google Drive
- Outlook
Private
Proposed company reporting and specialist coordination, with separate business and member permissions.
- QuickBooks
- Firmao
- PayPal
Proposed fit only. Plan previews do not unlock live integrations. Live member permissions are separate; paid entitlements and connector allowances are not implemented. Consent, status review and disconnection never require an upgrade.
15 services · configuration review: 14 October 2026. Availability depends on provider verification and member consent.
Configured
Google Calendar
Managed OAuth 2.0
Surface upcoming review dates and prepare a planning checklist.
Proposed plan fit: Free personal review; Plus / Private coordination
Access, timing and next steps
- Whose access?
- Each member authorizes their own calendar.
- When would it run?
- When enabled for the pilot: request up to seven days from your primary calendar, preview up to 20 events, then separately choose whether to share that preview with AI.
- Configured permissions
- calendar.readonly. Can read calendars and events; cannot create reminders or edit events.
- Before it becomes available
- The restricted pilot requires verified member consent and callback acceptance. Selected-source reads remain gated; connecting alone does not authorize event access.
Configured
Gmail
Managed OAuth 2.0
Help identify statements and notices you choose to review.
Proposed plan fit: Plus / Private document and deadline review
Access, timing and next steps
- Whose access?
- Each member authorizes their own mailbox.
- When would it run?
- When enabled: select one message ID to preview its subject and date. Separately approve sharing that preview with AI; mailbox search and message bodies are not included.
- Configured permissions
- gmail.readonly and userinfo.email. Read access is mailbox-wide; an app search filter does not narrow the provider grant. No sending or provider drafts.
- Before it becomes available
- Verify actual member consent before enabling selected-message previews. A read permission and active owned account are required; attachments and sending remain unavailable.
Configured
Google Drive
Managed OAuth 2.0
Review a selected file's name, format and modification date before planning a document review.
Proposed plan fit: Plus / Private document review
Access, timing and next steps
- Whose access?
- Each member authorizes their own Drive.
- When would it run?
- When enabled: select one file ID, review its metadata, then separately approve sharing that preview with AI.
- Configured permissions
- drive.readonly and userinfo.email. Read access can cover all accessible Drive files; selecting a file in WealthOS does not narrow that grant.
- Before it becomes available
- Verify member consent before enabling metadata previews. Document contents, downloads, parsing, scanning and the secure vault need further work.
Configured
Outlook
Managed OAuth 2.0
Review selected notices and calendar dates; prepare text for your review.
Proposed plan fit: Plus / Private coordination
Access, timing and next steps
- Whose access?
- Each member authorizes their own Microsoft account; organization approval may apply.
- When would it run?
- Proposed: a member-requested review, with date and folder boundaries.
- Configured permissions
- openid, profile, email, offline_access, User.Read, Mail.Read, Calendars.Read. No Mail.Send, Mail.ReadWrite or Calendars.ReadWrite.
- Before it becomes available
- Implement bounded reads and source references. Draft text would stay in WealthOS; creating provider drafts or events needs a separate permission decision.
Configured
Slack
Managed OAuth 2.0
Help select a destination for a coordination update prepared in WealthOS.
Proposed plan fit: Private specialist coordination
Access, timing and next steps
- Whose access?
- An authorized workspace member installs it under workspace policy.
- When would it run?
- Proposed: when an authorized member prepares an update. Nothing is posted automatically.
- Configured permissions
- Bot and user scopes: channels:read, groups:read, im:read, mpim:read, users:read. These provide directory metadata, not conversation history or chat:write.
- Before it becomes available
- Build directory selection and local draft review. Message summaries and posting are not supported by the configured scope set.
Disabled
Notion
Managed OAuth 2.0
Prepare a plan outline for a selected workspace page.
Proposed plan fit: Plus / Private planning workspace
Access, timing and next steps
- Whose access?
- A member chooses which workspace pages to share.
- When would it run?
- Proposed: when you request an export and review its destination and content.
- Configured permissions
- Provider config is disabled. Its scope fields are empty; effective page capabilities and member access remain unverified.
- Before it becomes available
- Verify provider capabilities and page selection before enabling. No page reading or writing is implemented.
Provider access pending
CoinGecko
Custom API key
Add dated crypto price context to an explicitly selected illustrative comparison.
Proposed plan fit: Proposed shared reference data across plans
Access, timing and next steps
- Whose access?
- Proposed WealthOS-managed data subscription, subject to provider licensing and quotas.
- When would it run?
- Proposed: a user-requested refresh using a bounded cache; never an automatic trading signal.
- Configured permissions
- API keys have no OAuth consent scopes. Provider key entitlements and endpoint restrictions still need verification.
- Before it becomes available
- A configuration has been selected. Provider credentials, subscription rights and a verified data connection are still required before retrieval becomes available.
Configured; credentials unverified
Marketstack
Custom API key
Provide dated equity price context for planning and executive concentration reviews.
Proposed plan fit: Proposed shared reference data across plans
Access, timing and next steps
- Whose access?
- Proposed WealthOS-managed market-data subscription, subject to licensing and quotas.
- When would it run?
- Proposed: an explicit symbol lookup or refresh. Data latency must be visible.
- Configured permissions
- No OAuth scopes. Available exchanges, delays and API privileges depend on the provider subscription.
- Before it becomes available
- Verify data rights and provider credentials, implement read endpoints and caching. It does not connect a brokerage account.
Configured; credentials unverified
Best Buy
Custom API key
Research a household purchase goal using sourced product prices.
Proposed plan fit: Free goal research; Plus / Private comparisons
Access, timing and next steps
- Whose access?
- Proposed WealthOS-managed product-data key, subject to usage terms.
- When would it run?
- Proposed: when you request a product comparison; you review prices and availability.
- Configured permissions
- No OAuth scopes. Product API access is not a connection to a member's shopping account.
- Before it becomes available
- Verify provider access and implement bounded product search. Checkout and purchasing are not implemented.
Configured; broad accounting access
QuickBooks
Managed OAuth 2.0
Prepare a sourced business cash-flow review for transition planning.
Proposed plan fit: Private business-transition planning
Access, timing and next steps
- Whose access?
- An authorized business administrator connects a specific company.
- When would it run?
- Proposed: an administrator-requested report for a chosen company and reporting period.
- Configured permissions
- com.intuit.quickbooks.accounting, openid, profile, email, phone, address. Accounting access is not a read-only grant.
- Before it becomes available
- Verify company identity, administrator membership and broad provider consent before enabling a reviewed report. Business bindings are separate from demo household roles. Accounting writes remain unavailable.
Configured
Firmao
Custom API key
Review selected CRM or operational records alongside a business plan.
Proposed plan fit: Private business coordination
Access, timing and next steps
- Whose access?
- A business administrator supplies credentials for that business in a future secure setup.
- When would it run?
- Proposed: a scoped business review with an explicit record selection.
- Configured permissions
- No OAuth scopes. API-key access must be constrained at the provider and in WealthOS.
- Before it becomes available
- Verify required credential fields, tenant isolation and allowed read tools. Do not share one business key across households.
Configured; access review required
PayPal
Custom server-to-server OAuth 2.0
Potential merchant reporting for reconciliation and cash-flow planning.
Proposed plan fit: Private business cash-flow review
Access, timing and next steps
- Whose access?
- Credentials belong to the authorized merchant business; this is not a personal OAuth connect button.
- When would it run?
- Proposed: a merchant-requested reporting period, only after reporting access is verified.
- Configured permissions
- Configured scopes are empty; effective merchant API permissions are unknown. Empty scopes do not establish read-only access.
- Before it becomes available
- Verify reporting entitlements, merchant isolation and allowed endpoints. Payments, payouts, refunds and subscription billing are not enabled.
Dashboard connector; product fit unverified
Plaid MCP
Custom DCR OAuth
Read-only production diagnostics for authorized Plaid teams; consumer account aggregation needs a separate design.
Proposed plan fit: No member tier assigned
Access, timing and next steps
- Whose access?
- Dashboard authorization must be evaluated separately from consumer bank authorization.
- When would it run?
- Internal evaluation only. No member bank-linking workflow is available.
- Configured permissions
- mcp:dashboard. This scope does not demonstrate Plaid Link, balances or transaction access for a household.
- Before it becomes available
- Inspect the exact toolkit contract and build a separately scoped consumer integration if required. Do not advertise this as bank connectivity.
Configured; held for permission review
Coinbase Agents MCP
Custom DCR OAuth
Evaluate a future read-only digital-asset overview.
Proposed plan fit: No member tier assigned
Access, timing and next steps
- Whose access?
- Each eligible account owner would authorize their own account after a separate scope decision.
- When would it run?
- No member action is available. Read-only account review is a future, separately scoped feature.
- Configured permissions
- Configured scopes include portfolio updates, order creation/deletion, trades and transfers, as well as reads. Current authorization is broader than an overview needs.
- Before it becomes available
- Create and verify a read-only contract before any member connection. Trading, conversion, transfer and payment tools remain excluded.
Configured; held for product review
Polymarket
Custom API key
Evaluate whether sourced market research belongs in an educational planning product.
Proposed plan fit: No member tier assigned
Access, timing and next steps
- Whose access?
- Credential ownership and access have not been verified.
- When would it run?
- No member action or background workflow is available.
- Configured permissions
- No OAuth scopes. A configured key is not evidence of read-only permissions or suitability for a member.
- Before it becomes available
- Decide product fit and permitted research endpoints. No bets, orders, deposits or withdrawals are supported.
“Configured” means enabled in the provider setup at the review date, not available for use in WealthOS. Configured OAuth scopes are not proof of a member's effective consent. Each enabled workflow needs verified access, a limited set of tools, source and freshness labels, and a separate decision before any external write. A shared data key never grants access to personal or business accounts.
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Always within reach.
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your next chapter.
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ConnectedYour next step
Explore a scenario
ConnectedYour next step
Explore a scenario
Product concept imagery. The interactive app uses illustrative data and local state.
A considered scope
Beyond the investment account.
The vision brings specialist disciplines into a shared household context.
01
Investment planning
02
Retirement & income
03
Tax coordination
04
Estate & legacy
05
Equity compensation
06
Business transitions
07
Insurance & care
08
Family goals
These are planned capability areas, not currently available regulated services. Tax, legal and regulated financial work will require the appropriate qualified professionals and operating arrangements.
The future is personal.