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Capital Compass: personal finances and scenarios

Capital Compass is a financial planning application for understanding personal finances, goals and possible long-term scenarios. Review the available version and agreed installation before entering real financial information.

What to discuss at the demonstration​

  • How income, expenses, debts, reserves and goals are represented.
  • Which calculations and scenario views are available in the demonstrated version.
  • What the assumptions, dates and sources of displayed information are.
  • Which import, export and AI explanation functions are included in your setup.

Use demonstration data first. A scenario describes assumptions and uncertainty; it does not guarantee an outcome.

Product boundaries​

Capital Compass does not hold your money or execute trades. It is not a broker, and it does not promise returns. AI explanations do not replace checking the underlying figures and assumptions.

Data and support​

Agree where financial information is stored, who can access it, whether any external model receives it and how backup and recovery work. A Private Node installation is a separate infrastructure scope.

Continue with private system preparation and backup and support.