Track your portfolio. Research your next investment.
Stage
Not given
Startup
Founded
Not given
Not given
Based in
AU
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Pricing model
Freemium
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Pricing
Simple: free; Everyday Users: $9/month or $89/year
Free plan: $0/month with one manually managed portfolio, up to 15 assets, one watchlist, and research tools. Pro plan: $12.99/month (or billed yearly with 17% savings) includes unlimited portfolios, unlimited assets, detailed analytics, broker connections, and priority support.
Key features
Visual-first design with charts instead of spreadsheets
Asset projections and growth forecasting
Real-time scenario testing with variable adjustment
Cash flow analysis and planning
Retirement drawdown planning
Loan repayment calculators
Contributions calculator
Data saved to account for Everyday Users plan
Opportunity spotting for underperforming assets
Table view for detailed year-by-year data
Multiple broker connections through SnapTrade
Monthly returns compared to S&P 500 benchmark
Superinvestor portfolio tracking
Investment goals and dividend tracking
Manual portfolio entry and CSV import
iOS app and web access
What makes it different
No bank account linking required—entirely manual entry keeps data private
Real-time projection updates as you change assumptions