Four ways to move forward.
Start with tools for your finances and belongings, a book on investing, or a systematic approach to market decisions. Explore the one that fits your needs.
Wealth.Agent
Personal finance software to bring your financial picture into focus. See where you stand, organize your goals and make more informed decisions about building wealth.
Try our personal finance softwareStuff.Agent
A place to keep track of the things you own and the details that go with them. Organize your belongings so you can find what matters when you need it.
See our asset organizerThe New 60/40
When stocks and bonds fell together in 2022, the classic 60/40 offered no shelter. This is the story of the search for something better, and the rules-based portfolio it led to, tested in backtests and a live forward test.
Coming soonNew 60/40
A nightly alert service so you can trade along with the book. Each evening the rules-based portfolio is checked and the next day's trades are emailed to you, with the full track record published.
See the strategy and track recordBetter financial lives.
Founded by a longtime investor and successful finance executive committed to advancing financial literacy, Daufintech Ventures develops practical financial software and publications that help people improve their financial lives and build lasting wealth.
We believe the best tools don’t add complexity. They reveal what matters, create clarity and help people make informed decisions with confidence.