Stop budgeting every penny. SearchBundle is a periodic check-in for your financial life, with projections, plans, and an AI guide to keep you on course.
Monthly, quarterly, or annual. The app walks you through every account with a TurboTax-style guided flow. Five minutes and you're done.
See where your money is headed in 5, 10, or 40 years. Adjust growth rates, contributions, and timelines in real time.
Ask anything about your finances. Run scenarios, get suggestions, or learn the basics. Cooper knows your data and speaks plainly.
No bank linking. No credentials. You enter your balances, which builds awareness and keeps your data private and portable.
Every account with a plan gets a green, yellow, or red status. At a glance, you know if you need to adjust.
Annotate your accounts with context. "Refinanced in March." "Employer match went up." Cooper can reference your notes later.
See how long it's been since your last check-in, a summary of what's changed, and what to expect in this session.
One account at a time. Pre-filled with your last balance. Just confirm or update. Add a note if something changed.
SearchBundle flags anything surprising. A big drop, a faster-than-expected payoff. You decide if it needs attention.
At the end, Cooper summarizes the session: net worth change, goal progress, and any suggestions for your next move.
"Am I on track to pay off my mortgage by 2035?" Cooper has your full financial picture and answers instantly.
"What if I put $500 extra toward student loans each month?" See the impact on your timeline and interest saved.
Cooper explains concepts in context. Compound interest, debt avalanche, Roth conversions. No jargon, no lectures.
We never ask for your banking credentials or connect to third-party aggregators. There are no tokens, no OAuth connections, nothing. You type your balances in manually — that's the whole model.
Your financial data is never sold, shared, or transmitted to any external party — not advertisers, not data brokers, not partners. Not anyone.
Export everything at any time in a standard format. If you ever decide to leave, your data leaves with you — completely, cleanly, immediately.
SearchBundle was designed from day one to be a tool that works for you, not one that monetizes your data. We make money from subscriptions — not from selling insights about your finances.
When you use Cooper, your questions and financial context are used to generate your answer and nothing else. We do not train models on your personal financial data, and we do not store conversations beyond what's needed to serve you.
Manual entry isn't just a feature — it's a privacy guarantee. There are no credentials to leak, no connections to compromise, and no third-party access to revoke.