Byrdseye gives you a private, beautifully organized place to monitor your estate, store the documents that matter, and grant the right access to family and advisors — quietly, securely.
Most families piece their financial life together with spreadsheets, screenshots and shared passwords. It's brittle. We rebuilt the entire experience from the ground up.
See assets, liabilities and performance in one calm, unified view — not across twelve browser tabs.
Grant view-only or full access to family, advisors or accountants — revoke any time, instantly.
Store wills, contracts, and tax documents in encrypted storage your loved ones can find later.
A simple score with personalized challenges so you stay organized — and keep getting better at it.
Visual breakdowns of allocation, performance and risk — so you understand where your wealth actually sits.
Files are encrypted on your device before they leave it. Only the people you choose — and only for as long as you choose — can see what's inside.
AES-256, zero-knowledge
Full data portability
Revoke any time
Required on every login
Four quiet superpowers that make your financial life collaborative, organized and impossible to lose.
"This is the tool I've been waiting for. I can manage clients' portfolios and security store their documentation all in one place. It's a game changer for advisors."
"The file vault and permission controls are top-notch. I trust this app with my most sensitive client and family information — finally a tool that fits."
"I'm not super tech-savvy, but setting up my portfolio here was easy. I feel more in control of my finances than I have in years."
Still wondering something? Drop us a note at hello@byrdseye.app.
Byrdseye is a private workspace for organizing a household's financial life. Track investments and balances, store essential documents, share secure access with family or advisors, and keep an evergreen view of your estate — all in one calm, encrypted place.
Anyone you choose — family members, financial advisors, attorneys, or accountants. You decide whether each person gets view-only or full access, and sharing is granular: control it per asset, document, or category.
Yes. Byrdseye uses end-to-end encryption — your data is encrypted on your device before it leaves it, meaning even our team can't read it. We never sell data, never run ads, and undergo regular third-party security audits.
Instantly. From your dashboard, tap a person's name and revoke their access in one click. They'll lose visibility immediately, and we keep a clear audit log so you always know who has access to what.
Stocks, bonds, ETFs, mutual funds, retirement accounts, real estate, alternative assets, cash, and private holdings. If it has value, you can track it — either manually or by securely connecting your financial institutions.
Drop in wills, trusts, insurance papers, tax documents, healthcare directives — anything that matters. Each file is encrypted on your device before upload, organized into smart categories, and accessible only to people you've granted explicit permission.
Yes. Byrdseye has a free tier that lets you track a limited number of accounts and store essential documents. Paid plans unlock unlimited tracking, advanced sharing controls, the full file vault, and white-glove onboarding.
Absolutely. Byrdseye is designed for shared financial lives — multiple people, multiple entities, multiple roles. You can create separate workspaces for a trust, business, or joint account, and assign access at each level.