| What it does | Professional portfolio tracker for stocks, bonds, ETFs, options, crypto and real estate with tax reporting and broker sync
| Take control of your financial future
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| Stage | Not given
| MVP
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| Founded | 2023
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| Based in | ES
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| Pricing model | Freemium
| Free
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| Pricing | Free plan with core features (10 holdings, 1 portfolio). Starter: $6.99/month billed annually (25 holdings, 2 portfolios, broker sync). Advanced: $11.99/month billed annually (unlimited holdings, 15 portfolios, tax reports). Pro: $24.99/month billed annually (unlimited everything, personal account m
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| Key features | - Real-time portfolio tracking with live prices and performance across 200,000+ assets
- Automatic broker sync with 30+ brokerages
- Tax reports for 17 countries with FIFO, LIFO, average cost and specific ID methods
- Options Greeks calculator with Black-Scholes pricing
- Bond analytics with YTM, duration, convexity and coupon calendars
- Real estate tracking with cap rate, NOI and rental income management
- Multi-currency support across 50+ currencies and 80+ global exchanges
| - Income and expense tracking with category organization
- Monthly budget planning and multi-year history comparison
- Financial dashboard with income, spending, and forecast
- Spending analytics to explore trends and compare periods
- Scheduled transactions for recurring income and payments
- Transaction templates for quick recording
- Transaction calendar browsing by day
- Savings goals and stashes for money management
- Financial notes for reminders and planning
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| What makes it different | - All-in-one platform tracking stocks, bonds, options, crypto and real estate in single dashboard
- Professional-grade analytics tools typically reserved for institutional fund managers available to individual investors
| - No bank connection required; manual entry keeps your data private
- Customizable groups and categories tailored to your needs
- Progressive web app installable on phones and computers
- Compare planned budgets against actual spending with color-coded indicators
- Simple, ad-free design built for real-life money management
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 37 ▲ +1 (up) since last check | Not checked yet ● no change since last check |
| Trust Flow (Majestic) | 6 | 0 |
| Citation Flow (Majestic) | 32 | 17 |
| Referring domains (Majestic) | 159 | 3 |