Tablewealth

Feature

Install Finance Apps on Top of Your Data

Install focused finance apps for retirement, net worth, fee drag, payoff planning, tax estimates, and custom analysis without leaving your financial workspace.

Built for People who want focused calculators, planning tools, and financial apps that can run on top of connected Tablewealth data.

Tablewealth app store showing installable financial planning and analysis apps

Focused tools, shared data

A retirement planner, fee drag tool, or net worth view should not each require a separate financial setup.

Better than one fixed dashboard

Install the workflow you need now and add more when your financial life gets more complex.

A path to custom apps

When a standard app is not enough, use the app builder to create a private interface for your own question.

How it works

A practical workflow, not a generic dashboard.

1

Choose a focused app

Start with a planning, calculator, reporting, or analysis app that matches the task you are trying to complete.

2

Use connected workspace data

When signed in, apps can work from the same accounts, balances, holdings, and assumptions you already maintain.

3

Move from public estimates to private plans

Use free public calculators for quick education, then bring the workflow into your workspace when you need better context.

What you can do

Use Tablewealth for the work behind the number.

Retirement planning

Move from quick retirement estimates to a connected planning workflow with real balances and household assumptions.

Fee and payoff analysis

Use focused apps to evaluate investment fees, loan payoff paths, debt strategies, and tax estimates.

Private custom tools

Create a cash-flow dashboard, advisor review, portfolio screen, or transaction explorer tailored to your workflow.

Try Tablewealth

Start with the workflow. Keep the data layer.

Connect your accounts once, then use the same financial workspace in the native app, live spreadsheets, installed apps, APIs, or AI-assisted tools.

Try the app store

FAQ

Common questions

What is the Tablewealth app store?

The app store is a place to launch focused financial tools that use the same workspace data instead of asking you to rebuild inputs for every workflow.

How are app-store tools different from public calculators?

Public calculators are useful without signing in. App-store tools can build on connected accounts, holdings, balances, and workspace assumptions.

Can I build my own app?

Yes. Tablewealth supports custom app workflows through the app builder, API, MCP, and AI-assisted development tools.