| What it does | Professional portfolio tracker for stocks, bonds, ETFs, options, crypto and real estate with tax reporting and broker sync
| See your entire net worth in one private place
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| Stage | Not given
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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
| Free base tracking features; premium features planned
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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
| - Beautiful net worth curves, allocation breakdowns, and historical trend visualizations
- Backfill historical data to see your complete wealth journey
- Portfolio analysis with insights into health, risk exposure, and diversification
- Deep-dive into ETF holdings to see companies you own and overlaps
- Set long-term goals and overlay target trajectory versus actual growth
- Weekly recap and monthly reminder emails for balance updates
- Track recurring subscriptions and spending by category
- Convert and unify multiple currencies into one net worth number
- Free financial calculators for investments, net worth, FIRE, savings rate, and rebalancing
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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
| - 100% manual tracking with no broken bank syncs or security risks from credential sharing
- Complete privacy: data never sold, shared, or used to recommend products
- Works with any asset type worldwide without requiring bank connections
- Designed for couples and families to track household wealth in one place
- Simple, reliable tool that respects your time without pushing upsells or proprietary products
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 33 ▼ −1 (down) since last check | 6 ● no change since last check |
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| Trust Flow (Majestic) | 6 | 8 |
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| Citation Flow (Majestic) | 32 | 19 |
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| Referring domains (Majestic) | 159 | 4 |
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