See the whole picture
Bring together cash, investments, retirement, private assets, and liabilities without rebuilding a spreadsheet every month.
Bearing turns every account, statement, and estimate into one sourced financial record—then shows you what changed, why it changed, and where to optimize next. Join the waitlist for early access.
High earners rarely have a money problem. They have a fragmentation problem. Bearing turns scattered facts into a system you can actually inspect.
Bring together cash, investments, retirement, private assets, and liabilities without rebuilding a spreadsheet every month.
Separate contributions, market movement, income, and spending so a rising balance becomes an explanation—not just a number.
Surface idle cash, fee load, contribution gaps, and allocation changes while keeping every assumption visible.
Start with what is easiest. Link an institution, upload a screenshot, or type a balance. Bearing labels where every figure came from and lets you build the complete picture over time.
Get early access →Bring in balances, holdings, and transaction history through Plaid.
LIVEImport a statement without sharing credentials. You verify every extracted figure.
SNAPPEDPrivate investments, liabilities, or the account you prefer to keep manual.
MANUALBearing turns the newest facts in your record into one short explanation. What happened. Why. The math that matters. What to watch next.
01 Every personal number traces back to its source.
02 Application code does the math—not the writing model.
03 One headline and one useful stat arrive Sunday.
Linked, snapped, manual, or attested. You always know what is live and what needs a refresh.
No synthetic backfill. Trends begin when facts arrive, and imported history stays labeled.
Models can read and write. Tested application code calculates every displayed financial figure.
Plaid handles institution authentication. Bearing receives financial records, not your bank password.
Bearing is opening access gradually. Your live place in line determines the order, and qualified referrals can move you up.
Earlier signups keep priority when referral scores are equal. Each net-new signup through your personal link increases your referral score, so your live position can change.
A referral counts when someone who is not already on the waitlist joins through your personal link. Duplicate and self-referrals do not count.
Existing Bearing users can continue to sign in. The waitlist only changes how new users request access.
No. Bearing provides reporting, arithmetic, comparisons, and stated assumptions. It does not tell you what to buy or sell.
No. AI is limited to reading ambiguous documents or descriptions and drafting prose from verified facts. Application code calculates displayed figures.
Bearing shows a locked or calibrating state. It does not fill gaps with invented personal history.