Personal finance app that imports bank statements and helps track spending, manage bills, and split expenses with friends
Professional-grade trading software for retail traders
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
AU
Pricing model
Free
Freemium
Pricing
Not given
Free to download. Pro: US$5.99/month or US$59.99/year. CashDesk Pro: US$5.99/month or US$59.99/year. CashDesk Tax Return: US$39.99 one-off purchase (included with yearly plan). Prices vary by store and region.
Key features
Smart statement imports - Upload bank or credit card statement PDFs and extract transactions, balances, and dates automatically
Spending insights - Categorized transactions organized by merchant
Financial Health Score - Single score built from spending, savings, obligations, and habits
Group expense splitting - Split and track who owes what, even with people not on AlloFi
Bills & recurring payments - Detect and track upcoming bills and subscriptions
Face ID lock - Biometric security protection
Data encryption - Encrypted in transit with privacy protections
Position sizing with prop-firm limits
Trading journal and performance analytics
Options payoff diagrams and Greeks analysis
AI multi-agent investment research
Tax reserve and budgeting for lumpy income
Volatility-based stop placement
Risk-reward modelling
Portfolio management and scenario modelling
GST/VAT/BAS worksheets
Mileage and asset depreciation tracking
What makes it different
No bank login required - import statements you already have instead of connecting bank accounts
Privacy-first approach - financial data never sold or used for advertising
Automatic transaction extraction from PDFs with accuracy checks
Built for how people actually manage money today
Financial clarity without spreadsheets - organized view of all money and spending
Specialist tools focused on decision quality before trade execution
Institutional-grade tools for retail traders
Compare 47 prop-firm evaluation plans by their actual rules
Built and used by a solo founder who trades with them
Free calculators available in browser without signup
AlloFi
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