Wealth Intelligence
This v1 page uses sample read-only data and transparent working. Connect records from the main Wealth Opportunities Inbox when you want the live version.
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These values drive the Family CFO projection and Freedom Number scenario across Wealth Intelligence. They are assumptions for comparison, not advice or a forecast.
Sign in with household records to save assumptions.
Trading 212 support is read-only. Zeenox imports positions, transactions, dividends and cash records where available; it does not request order permissions or place trades.
Assumptions are configurable because allowance figures and thresholds can change by tax year. Last reviewed: 2026-06.