Free: $0. Pro: $12.99/month or $99/year (save 36%).
Free: $0/month. Pro: $99.00/year ($8.25/month when billed yearly) or $12.99/month when billed monthly. Eligible U.S. App Store subscribers get 14 days free trial, then $99.00/year.
Key features
Automatic brokerage sync through SnapTrade on Pro
Manual entry of bank, retirement, and cash balances
Keyless crypto wallet tracking by public address
Ask Ascend AI copilot for portfolio questions
Time-weighted returns vs. S&P 500 benchmark
Retirement projection with Monte Carlo scenarios
Weekly Rundown portfolio report on Pro
Up to 10-stock Watchlist with research on Pro
Real estate tracking with FHFA estimates
Zero-based budgeting method
Manual transaction tracking
Intelligent recommendations for tracking
Recurring line items
Search across transactions and budget items
Export to CSV or XLSX
Cross-device sync
What makes it different
Read-only design means Ascend cannot trade or move money
No private keys ever required for crypto tracking
Data encrypted at rest with separate key protection
Financial data never sold to advertisers or brokers
Built on simplicity by design, avoiding bloated features most people don't use
Free plan includes core budgeting without paid features
Works seamlessly across iOS, iPad, and web with real-time sync
Ascend
OnTrack Money