Illustrated tiles showing a calendar, keys, a bicycle, notebooks, maps, tickets, plants, and household objects for planning life choices.

Early access in Switzerland

Could you afford to take a year off?

Margo is a calm place to see your money across accounts, pensions, investments, property, and debt, so bigger life questions start from one trustworthy picture.

Ask for early access See what Margo tracks

Margo is in private MVP. Scenario planning is part of the direction; the first release focuses on a clear total-wealth dashboard.

Real decisions

The number matters because the decision matters.

A total-wealth picture is useful when it helps you decide something real.

  • Could I reduce work to 80%?

  • Are we on track for retirement?

  • Can we support family without guessing?

  • What happens if one income stops for a while?

The dashboard

One picture of the money that usually lives in separate places.

Margo is being built to bring cash, investments, pillar 3a, pension assets, real estate, other holdings, and liabilities into one household view. The first release is about making that picture clear, current enough to trust, and quiet enough to actually use.

Household wealth

CHF 373,400
Updated today
Cash and bank accounts CHF 32,400 Updated today
Investments CHF 48,700 Statement imported
Pillar 3a CHF 54,300 Manual check due
Pension fund CHF 176,800 Certificate from January
Property less mortgage CHF 61,200 Reviewed quarterly
  1. 01

    Assets and debts in the same view, so net worth means something.

  2. 02

    Household context from the start, not bolted on later.

  3. 03

    Freshness shown honestly, especially where values update manually or periodically.

  4. 04

    CHF and Swiss financial categories treated as first-class data.

What it brings together Bank accounts · Pillar 3a · Pension fund · Investments · Property · Mortgages and debts · Manual assets · Exportable records

Switzerland first

Built around Swiss financial reality.

Swiss money does not fit neatly into a generic budgeting app. Pensions, pillar 3a, household wealth, mortgages, multiple currencies, and periodically updated statements all matter. Margo starts there, because a planning question is only as good as the data it rests on.

Money questions deserve care, not urgency.

Trust

Trust is in the details.

Margo should never need pressure tactics to earn a place in your financial life. We treat your data, and your trust, with care — clear numbers, honest freshness, aligned incentives.

  1. 01 We do not run invasive analytics or marketing trackers by default — not even on this page.
  2. 02 We will never sell your personal financial data.
  3. 03 We take no kickbacks, so nothing steers what your dashboard shows.
  4. 04 We are building export in from the start, so your records are never trapped.
  5. 05 We label stale or manually updated data as exactly that.

Early access

Help shape the private MVP.

Margo is looking for a small group of people in Switzerland — on their own, as a couple, or as a family — who want a clearer total-wealth picture and are comfortable giving early feedback.

No launch spam. Just an update when there is a useful next step.

We only use this email for early-access updates about Margo.