| What it does | Professional portfolio tracker for stocks, bonds, ETFs, options, crypto and real estate with tax reporting and broker sync
| Know where your money goes
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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
| Free trial
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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
| 2 months free trial, then $9.99/month (USD)
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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
| - Connect bank accounts securely with Plaid read-only access
- Automatic transaction tracking and categorization
- Monthly and yearly budgets with real-time updates
- Transaction review queue to approve and categorize spending
- Shared household access with Edit and View permissions
- Savings goals tracking shared with household
- Recurring subscription detection and price change alerts
- Free loan calculator for any amount and rate
- Can I afford it feature checks purchase against available funds
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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
| - Automatically updates budget as transactions sync in real time
- One shared place for entire household instead of multiple apps and spreadsheets
- Read-only bank access means Savenello cannot move money
- Designed specifically for couples and families with shared finances
- No credit card required for 2-month free trial
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 33 ▼ −1 (down) since last check | Not checked yet ● no change since last check |
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| Trust Flow (Majestic) | 6 | 2 |
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| Citation Flow (Majestic) | 32 | 15 |
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| Referring domains (Majestic) | 159 | 2 |
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Savenello