surface
Personal / Tax / Trader
// company
Quanta is a financial operating system for people whose money outgrew their app.
The product brings income modeling, spending, debt, banking, tax planning, retirement, and trading activity into one operating surface.
posture
operate, not track
availability
demo + trial
Why it exists
Most finance apps are read-only dashboards. Quanta is built for users who need to close periods, route tax work, model obligations, and act on the math.
- ▒ monthly close
- ▒ cash-flow model
- ▒ payoff cascade
Who it serves
Operators with multi-stream income, meaningful debt exposure, tax complexity, or active trading workflows that no longer fit a budget tracker.
- ▒ physicians
- ▒ founders
- ▒ partners
- ▒ active traders
What it avoids
Quanta does not file tax returns, execute brokerage orders, or move money automatically. Planning and operating remain separate from irreversible execution.
- ▒ no tax filing
- ▒ no brokerage execution
- ▒ no automatic money movement
How to evaluate it
Use the read-only demo cases first. They show seeded Personal, Tax, and Trader workspaces without requiring a Plaid or Schwab connection.
- ▒ synthetic data
- ▒ read-only sessions
- ▒ tier switching