| What it does | Professional portfolio tracker for stocks, bonds, ETFs, options, crypto and real estate with tax reporting and broker sync
| Personal financial planning software for tech professionals
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| Stage | Not given
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| Founded | 2023
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| Based in | ES
| US
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| Pricing model | Freemium
| Paid
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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
| Basic Plan: $200/year. Guided Plan: $2,000/year for one plan subscription.
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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
| - Advanced tax modeling for stock options, concentrated stock, QSBS, and other complex equity strategies
- Monte Carlo simulation to stress-test plans across thousands of market scenarios
- Financial projections across decades with instant impact analysis
- Investment tracking across multiple accounts with tax treatment analysis
- AI plan review to identify gaps and risks in financial strategy
- 1:1 plan review with 60-minute focused session with team
- Financial goals management with dedicated funding strategies
- Live Q&A and learning sessions hosted twice a month
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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
| - Designed specifically for tech professionals with complex equity positions
- Entirely user-supported with no affiliate marketing, third-party compensation, or product commissions
- Forward-looking financial planning application rather than just spending tracking
- Models complex tax implications including Roth conversions, QCDs, IRMAA, and RMDs
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 33 ▼ −1 (down) since last check | 12 ▼ −1 (down) since last check |
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| Trust Flow (Majestic) | 6 | 10 |
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| Citation Flow (Majestic) | 32 | 19 |
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| Referring domains (Majestic) | 159 | 54 |
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