MarketBae

Financial Planning & Budgeting Tools

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This personalized financial management dashboard provides users with real-time insights into their investment portfolios, savings goals, and overall financial health through customizable widgets and analytical tools. Main features include goal setting and tracking, automatic balance distribution, dividend income monitoring, transaction history, budget planning, and detailed reports, solving problems related to financial organization, progress visualization, and proactive savings management. It is designed for individual investors, savers, and small-scale financial planners seeking a extensive, secure, and flexible platform to optimize and monitor their wealth accumulation and spending strategies.

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

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MarketBae Main Features

• Set New Goals
  Create new financial targets with a name, amount, and date.
• Goals Tracking
  You can see active milestones and how close you are to your savings goals.
• Dividend Income
  Get information about dividend payouts from your investments quarterly.
• Savings Targets
  Set savings goals for things like retirement or real estate and track progress.
• Account Overview
  The dashboard shows a summary of your investments, accounts, and goals.
• Account Security
  Update your login credentials or re-authenticate for safe access.
• Help and Support
  Get answers to questions about your portfolio and experience upcoming features.
• Payout Thresholds
  Set rules for when to automatically send money to your bank based on balance.
• Scheduled Savings
  Plan future savings, including recurring deposits and special plans.
• Account Management
  Options to update, archive, or remove your account information.
• Claimable Balances
  See how much money is ready to be claimed from your accounts.
• Milestone Management
  You can set and check your financial targets and see how much you've saved.
• Private and Personal
  Your dashboard and information are private and for your use only.
• Connect Mobile Device
  Link your phone by scanning a QR code with the Ledger app.
• Customizable Dashboard
  You can change and add parts to your market dashboard to fit your needs.
• Login with Kite Button
  You can sign in using the Kite Button for easy access.
• Home and Payments Settings
  Manage your home screen options and set transfer limits for your money.
• Currency and Amount Settings
  Choose your preferred currency and set minimum payout amounts.

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