| What it does | Offline expense tracking for iPhone and iPad with no account or ads
| AI-powered wealth tracking and portfolio management platform for complex investments
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
| US
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| Pricing model | Freemium
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| Pricing | Free tier with unlimited records, budgets, net worth, accounts, piggy bank and export. Pro: $2.99 yearly or once for lifetime purchase.
| 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.
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| Key features | - Quick entry with amount keypad and expressions like 24+3.5
- 13 categories with sub-categories and 128 icons
- Unlimited records, categories and icons
- Budgets with rollover and daily allowance
- Net worth and credit card tracking with reconcile
- Piggy bank with streaks and badges
- iCloud sync between devices
- Free export and backup
- Statement import from banks, Alipay and WeChat Pay (Pro)
- Receipt photo storage on device
| - 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
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| What makes it different | - No account required and data stays on your device or in your own iCloud
- Free tier is the complete ledger with unlimited records and no time limit
- No ads, no upsell and no notifications
- All data processing happens on your device
- Lifetime Pro purchase option available
| - 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
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 14 ▼ −1 (down) since last check | 33 ● no change since last check |
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| Trust Flow (Majestic) | 6 | 8 |
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| Citation Flow (Majestic) | 20 | 20 |
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| Referring domains (Majestic) | 19 | 219 |
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Cenno
Vyzer