| What it does | Professional portfolio tracker for stocks, bonds, ETFs, options, crypto and real estate with tax reporting and broker sync
| The all-in-one personal finance dashboard combining envelope budgeting, expense tracking, and portfolio management
|
|---|
| Stage | Not given
| MVP
|
|---|
| Founded | 2023
| 2020
|
|---|
| Based in | ES
| DE
|
|---|
| Pricing model | Freemium
| Free trial
|
|---|
| 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
| Free during open beta. Full release will be subscription-based with price TBD. Beta users will receive a discount.
|
|---|
| 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
| - Envelope-based budgeting with real-time category tracking
- Multi-asset portfolio tracking including stocks, ETFs, crypto, commodities, and forex
- Visual reports and Sankey diagrams showing spending flows
- Real-time net worth and portfolio performance tracking
- Annualized performance and wealth projections
- Manual transaction entry with no bank connections required
- AES-256 encryption with zero-knowledge architecture
- EU server hosting under GDPR compliance
- CSV import for portfolio positions
- Desktop and mobile access
|
|---|
| 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
| - Manual entry by design creates financial awareness and spending habits, unlike automated bank-syncing apps
- Combines budgeting and investing in a single app, providing complete net worth view across cash and all assets
- Zero-knowledge encryption and EU hosting unlike US-based competitors relying on third-party aggregators
- Built by a single developer with no shareholders or exit strategy, focused on quality over growth metrics
- Privacy by design with technically impossible data sales due to encryption
|
|---|
| Community votes | 0 | 0 |
|---|
| DR (Domain Rating by Ahrefs) | 33 ▼ −1 (down) since last check | 16 ● no change since last check |
|---|
| Trust Flow (Majestic) | 6 | 11 |
|---|
| Citation Flow (Majestic) | 32 | 20 |
|---|
| Referring domains (Majestic) | 159 | 16 |
|---|
AllInvestView
Finzen