Trust · Consent & lineage

Every number, traceable to its source.

You decide what each connector may read. For anything we show you, you can see where it came from, when it was retrieved, how it was obtained, and why we're more or less confident in it.

4 / 5

Active consents

0.84

Mean field confidence

30 days

Deletion after revocation

EXT 01

Pension & account aggregation

Builds your balance sheet and projects retirement income across every Israeli retirement vehicle.

Last run Today, 06:14·Daily balances · monthly statements

Ingests

  • Policy numbers & fund tracks
  • Balances & contribution history
  • Management fee schedules
  • Beneficiary designations
  • Employer contribution splits

Never reads

  • Bank login credentials
  • Full ID document images

Field-level lineage

pension.balance₪482,300Regulated feed
CMISA Pensia-Net · MigdalNormalization v4.2pension.balance

Retrieved 25 Aug 2026, 06:14

0.98 Authoritative

pension.managementFee0.22% / 1.8%Document parse
Migdal annual statement (PDF)Normalization v4.2pension.managementFee

Retrieved 12 Jul 2026, 09:02

0.74 Reliable

pension.projectedIncome₪9,120 / moDerived
kýklos projection engine v4.2Normalization v4.2pension.projectedIncome

Retrieved 25 Aug 2026, 06:15

0.61 Indicative

Retention · 7 years (statutory), deleted 30 days after revocation

EXT 02

Tax & public benefits rules

Pins the exact rule set used in every scenario so results stay reproducible and auditable.

Last run 22 Aug 2026, 18:40·Event-driven · effective-dated

Ingests

  • Published tax brackets & thresholds
  • Bituach Leumi contribution tables
  • CMISA circulars
  • CPI / indexation series

Never reads

  • Your filed tax returns
  • Assessor correspondence

EXT 03

Life-event & cash-flow

Detects the salary, mortgage, and milestone changes that should trigger a beneficiary or plan review.

Last run Today, 05:50·Daily transactions · real-time events

Ingests

  • Salary & bonus lines from payroll
  • Mortgage balance & amortization
  • Recurring insurance premiums
  • Aggregate monthly inflow / outflow

Never reads

  • Individual merchant transactions
  • Card numbers
  • Counterparty names

EXT 04

Capital markets assumptions

Supplies the return, yield, and inflation series behind every forecast and backtest.

Last run Today, 00:30·Daily close · monthly macro

Ingests

  • TASE index levels
  • Bank of Israel yield curve
  • CBS CPI series
  • CMISA fund track performance

Never reads

  • Anything personal — this connector holds no user data

EXT 05

Equity compensation

Tracks grants, vesting, Section 102 trustee windows, and concentration risk from plan administrators.

Paused — no data read·Daily FMV · event-driven vesting

Ingests

  • Grant terms & vesting schedules
  • Section 102 trustee release dates
  • Exercise & sale history
  • 409A / FMV marks

Never reads

  • Colleague grant data
  • Company cap table beyond your rows

Confidence model

How the score is derived.

Confidence is not a vibe. It's a weighted score computed per field at ingestion time, recomputed on every refresh, and shown wherever the number is used.

Source authority

40%

A regulated feed or first-party API scores highest. A parsed PDF or scraped portal page scores materially lower.

Freshness

25%

Score decays with age against the field's expected refresh cadence. A daily field that is 40 days stale loses most of this component.

Cross-validation

20%

Agreement with an independent source or with the prior period's value. Unreconciled conflicts cap the score at 0.5.

Derivation depth

15%

Each modelling step between raw input and displayed number reduces confidence. Assumption-driven projections never exceed 0.7.

What the bands mean

0.90 – 1.00

Authoritative

Used directly in plans and filings without a caveat.

0.70 – 0.89

Reliable

Used in modelling, shown with its source on hover.

0.50 – 0.69

Indicative

Flagged in-line. Scenario outputs carry a sensitivity note.

Below 0.50

Unverified

Never silently modelled. We ask you to confirm or upload a document.

Your rights, mechanically enforced

  • Revoking a connector stops the next fetch cycle immediately — no grace period.
  • Derived values that depended solely on revoked data are withdrawn from your dashboards.
  • Every access to your context is written to an append-only log you can export.
  • We never sell, share, or train third-party models on your financial data.