AI-powered wealth tracking and portfolio management platform for complex investments
Stage
Not given
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Founded
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Based in
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US
Pricing model
Freemium
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Pricing
Free: $0/forever with blueprint foundation and all free calculation tools. Premium Monthly: $9.99/month with complete blueprint and daily, weekly and monthly insights. Premium Yearly: $69.99/year (equivalent to $5.83 per month). One-time readings: Love Reading $9.99, Year Ahead Reading $14.99.
Individual Investors - Annual billing (20% savings): Starter Free, Plus $145/month, Premium $375/month, Elite $795/month. Monthly billing: Starter Free, Plus $180/month, Premium $495/month, Elite $995/month. Family Office plans available by contacting sales.
Key features
Birth chart calculation with transparent astronomical placements
Private cosmic profile tracking sun, moon and rising signs
Daily, weekly and monthly insight cycles
AI-guided journaling with context-based memory
Permission-based long-term memory with edit and delete controls
Reflective AI responses and practical next steps
AI document processing for financial statements and K-1s
Sync multiple bank and brokerage accounts
Performance tracking across public and private investments
Portfolio organization by entity (LLCs, trusts, IRAs)
Cash flow planning with scenario modeling
Co-investment and ownership stake tracking
Role-based access and permissions
AI-powered portfolio query and insights
Automated reporting and statements
Support for multiple asset classes
What makes it different
Transparent separation of astronomical calculation from AI interpretation
Permission-based memory that is off by default
Reflection-focused guidance without fear-based predictions
Free tools available without account creation
All-in-one platform combining portfolio tracking, cash flow modeling, document analysis, and reporting without spreadsheets
AI-powered document processing that extracts data from financial statements automatically
Multi-entity and multi-client portfolio management for family offices and advisors
Comprehensive asset class coverage from traditional to crypto and alternative investments
No financial product upselling or conflicts of interest
Avenyora
Vyzer