ZBee

Financial Planning & Budgeting Tools

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This application functions as a extensive, privacy-focused desktop tool designed to help US investors monitor and plan their retirement savings by securely aggregating investment accounts and providing clear, customizable projections of sustainable annual spending. It features secure account linking through read-only connections, real-time portfolio overview, personalized retirement income forecasts, and tax and Social Security modeling—all while ensuring user data remains exclusively stored locally on the device without cloud storage or servers. This solution addresses the need for autonomous, secure financial management without reliance on cloud-based platforms, making it ideal for individuals seeking private, accurate, and consolidate financial insights directly on their Mac.

ZBee can be found in Financial Planning & Budgeting Tools categories.

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ZBee Main Features

• Data Privacy
  Your data stays on your computer and is never sent to ZBee servers.
• Account Linking
  Connect your brokerage accounts securely to automatically see your holdings and balances.
• Portfolio Viewing
  See your entire investment portfolio in one place on your Mac.
• Local Data Storage
  All your account information is stored only on your device, not on any online servers.
• No Sign-up Required
  You can use ZBee without creating an account or signing in.
• Retirement Planning
  Plan how much you can safely spend during your retirement.
• Retirement Projections
  See estimates of how much you could spend each year in the future.
• Safety and Read-only Access
  ZBee only reads your account information and does not make trades or move money.
• Free and Built for US Taxpayers
  ZBee is free to download and designed for users in the United States.

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ZBee Alternatives

stockportfolio

Verified profile

Promoted

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Wealthfolio

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