SweepIQ
Know your target balance. Invest your excess cash.
3 followers
Know your target balance. Invest your excess cash.
3 followers
Most people guess how much money to keep in checking. SweepIQ helps you find your number using your real spending, then identifies when you have surplus cash. You decide when to transfer it, and once funds reach your brokerage, SweepIQ automatically invests them according to your rules. Build your emergency fund first, then put the rest to work. Know your number. Grow your wealth.
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I’ve spent the last 10 years working in Treasury for large corporations, where a big part of my job has been figuring out how much cash a company actually needs on hand — and making sure the excess doesn’t sit idle.
I wanted a system that replicated the same processes we used at work for my own personal finances. Even after setting up automatic investments, I’d constantly look at my checking account, look if it was above my target balance and manually move any extra cash to invest at my brokerage.
So I finally built SweepIQ.
The idea is simple: bring the cash-management principles I use in treasury to personal finances — know how much to keep in checking, identify the surplus, and put it to work to help grow your wealth.
I’d love to hear how everyone else decides how much to keep in their checking account.