Your cash command center.

Jamie connects to existing accounts, models your real liquidity needs, and recommends what may be safe to move. This demo uses sample data and does not initiate real transfers.

Linked accounts

Dashboard

Bank names and logo-style marks are used for illustrative demo purposes only. Jamie is not affiliated with, endorsed by, or sponsored by these institutions or Wealthfront. Account balances, APYs, and recommendations are sample data.

Cash model

Income and historical expenses

Read-only analysis

Monthly after-tax income You make $9,300/month after taxes.

On average, you spend $600/month in groceries, $2,700/month in rent, $350/month in restaurants, $90/month in subscriptions, and $130/month in utilities.

Jamie's recommended cash buffer $11,610

Based on your recent spending pattern and recurring obligations, Jamie recommends keeping this amount immediately available before considering yield optimization.

Risk/yield preference

Select your profile

Balanced selected

Recommendation receipt

Move surplus cash to Wealthfront.

User approval required

Recommended destination Wealthfront Illustrative APY: 4.20%

Recommended cash buffer $11,610

Funds safe to move $68,390

Before Jamie $304/year

After Jamie $2,916/year

Important: This is a simulated MVP experience using sample data. The "Execute recommendation" button updates the demo dashboard only; it does not initiate a transfer. Examples are illustrative. Rates vary and returns are not guaranteed. FDIC insurance applies only to eligible bank deposits, subject to limits and program terms. Treasuries and money market funds are not FDIC-insured and have different risks and protections. Jamie is not a bank, bank account, checking account, savings account, or cash management account.