| What it does | Personal finance, investments and analytics, private by default
| AI-powered personal finance app that connects your financial accounts and suggests your smartest next move.
|
|---|
| Stage | Not given
| Startup
|
|---|
| Founded | Not given
| 2025
|
|---|
| Based in | Not given
| US
|
|---|
| Pricing model | Freemium
| Free trial
|
|---|
| Pricing | Free plan includes unlimited income & expense tracking, 1 account, 1 investment portfolio, 2 budgets, 2 recurring payments, 1 open tracker, and 90 days of analytics history. Premium adds unlimited accounts, portfolios, budgets, recurring payments and trackers, full analytics history, shared trackers
| 14-day free trial with full access to all features. After trial: $9.99 per month or $79 per year. Cancel anytime during trial with no charge.
|
|---|
| Key features | - Track income and expenses across multiple account types
- Budgets with alerts
- Investment tracking with crypto, stocks, ETFs, funds, precious metals and property
- Trackers for trips, house moves and instalment plans
- Live market prices for crypto and stocks
- CSV import and export
- Analytics and net worth tracking
- Apple Intelligence for on-device categorization
| - AI Financial Advisors - 8 specialized agents personalized to your situation
- Automatic bank, card, and brokerage syncing with nightly transaction refresh
- Net worth tracking with peer percentile comparisons
- Smart budgeting with rollover and visual progress rings
- Goal forecasting with AI-powered projections
- Cash flow visualization with interactive Sankey diagrams
- Recurring charge and bill detection with price increase alerts
- Weekly personalized audio briefing
- Read-only bank connections through Plaid
- Encrypted bank access tokens with no credential storage
|
|---|
| What makes it different | - All data stays on your device with optional sync and no account required
- No ads, no tracking and no third-party integrations
- Combines everyday spending with comprehensive investment tracking in one app
- Free CSV export forever with no lock-in
| - All 8 specialized AI agents included in every plan with no tiers or feature gates
- One prioritized next action based on your complete financial picture
- Full access during 14-day free trial with no charge if canceled
- Locked-in pricing for all subscribers even after price increases
|
|---|
| Community votes | 0 | 0 |
|---|
| DR (Domain Rating by Ahrefs) | 4 ● no change since last check | 35 ▲ +1 (up) since last check |
|---|
| Trust Flow (Majestic) | 7 | 0 |
|---|
| Citation Flow (Majestic) | 10 | 19 |
|---|
| Referring domains (Majestic) | 3 | 5 |
|---|
Arrel
PocketBuddy