| What it does | Professional portfolio tracker for stocks, bonds, ETFs, options, crypto and real estate with tax reporting and broker sync
| Private expense tracker with on-device AI that never leaves your phone
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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
| - Automated bank SMS sync that filters promotions and OTPs
- Receipt OCR that reads bills on the phone
- On-device AI using Gemini Nano or Apple Intelligence
- Dynamic budgets with automatic suggestions and alerts
- Bill-splitting with shareable links
- Debt and EMI tracking with interest calculations
- Home and Lock Screen widgets
- Support for 107 currencies with offline exchange rates
- AES-256 encrypted local storage with password-protected backups
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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 account, server or cloud needed—everything stays on your phone
- On-device AI that never uploads your data or questions
- Works fully offline with local exchange rate data
- Automatic bank SMS parsing without manual entry
- Bank alerts understood in multiple currencies including rupees, dollars and euros
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 33 ▼ −1 (down) since last check | 2 ▲ +1 (up) since last check |
| Trust Flow (Majestic) | 6 | 3 |
| Citation Flow (Majestic) | 32 | 23 |
| Referring domains (Majestic) | 159 | 16 |