A personal financial operating system that connects bank accounts, investments, and assets into one unified view — built for personal use, not for sale.
Polley Life OS is a personal, non-commercial project built by Benjamin Polley to manage the Polley family's financial accounts, assets, and documents in one place.
It is not offered as a product or service to the public. There is no sign-up, no subscription, and no monetization of any kind. All data is accessed solely by the family members it belongs to.
Bank and investment account connectivity is powered by Plaid, which provides read-only access to transaction history and balances. Credentials are never stored on our servers.
Only Benjamin Polley and authorized family members have access. No third-party users, no public accounts.
Plaid provides read-only access to balances and transactions. We cannot move funds or make changes to accounts.
This project has no revenue, no investors, and no plans to offer services to the public.
The dashboard connects to the following data sources to provide a unified financial view.
Checking and savings balances and transaction history via Plaid. Read-only access only.
Brokerage and retirement account balances. Holdings and performance are viewed but never traded.
Recent transactions for budgeting and expense categorization. Used only within this private dashboard.
Access is restricted via Cloudflare Zero Trust. Only verified family members with an authenticated session may view any data.