Lunar
Personal Wealth Command Center

Track Your Wealth.
Plan Your Future.

Connect all your financial accounts, track performance against inflation, and project your path to retirement with Lunar's intelligent wealth tracking platform.

Connect All Your Accounts

Seamlessly link and sync all your financial accounts in one secure platform.

Connect Bank Accounts

Securely link your bank accounts and automatically sync transactions

Trading Account Integration

Track your investment portfolios across multiple brokerages

Manual Asset Entry

Add bonds, cash, commodities, and other physical assets manually

Advanced Analytics & Planning

Monitor performance, track against inflation, and plan your financial future.

Performance Analytics

Get detailed insights into your wealth growth and performance metrics

Inflation Comparison

See how your investments perform against inflation rates

Retirement Projections

Visualize and plan your path to financial independence

Goal Milestones & Coaching

Set financial milestones and get AI coaching to reach your wealth-building goals

Ask Lunar

Your AI Investment Coach

What's my portfolio performance this quarter?
Your portfolio is up 8.2% this quarter, outperforming the FTSE 100 by 2.1%. Your tech allocation (35%) drove gains, while your UK gilt holdings (15%) provided stability during recent BoE rate uncertainty.
Should I use my remaining ISA allowance before April?
Absolutely! You have £5,200 ISA allowance remaining. I'd suggest putting £4,000 into your Stocks & Shares ISA (global index tracker) and £1,200 into Cash ISA for emergency funds. This maximises your tax-free wrapper before the April reset.
Interactive demo - Full chat available in the app

Ask Lunar Anything

Get personalized investment coaching and portfolio insights from our highly intelligent AI advisor. Ask questions about your investments, get market analysis, or receive guidance on wealth-building strategies.

Personalized investment recommendations
Goal milestone creation and tracking
Asset breakdown vs inflation & APR analysis
Portfolio optimization insights
Market analysis and trends
Retirement planning guidance

Why Choose Lunar?

Unlike traditional budgeting apps, Lunar focuses on wealth building and long-term financial health. Track what matters most for your financial future.

Real-time wealth tracking across all accounts
Automated transaction categorization
Advanced security and encryption
Personalized financial insights
Goal-based planning tools
Mobile and web access

Bank-Level Security

Your financial data is protected with enterprise-grade encryption and security measures.

256-bit
SSL Encryption
SOC 2
Type II Certified

Ready to Take Control?

Join thousands of users who are already building wealth smarter with Lunar.