Track your portfolio. Research your next investment.
The all-in-one personal finance dashboard combining envelope budgeting, expense tracking, and portfolio management
Stage
Startup
MVP
Founded
Not given
2020
Based in
Not given
DE
Pricing model
Not given
Free trial
Pricing
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.
Free during open beta. Full release will be subscription-based with price TBD. Beta users will receive a discount.
Key features
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
Envelope-based budgeting with real-time category tracking
Multi-asset portfolio tracking including stocks, ETFs, crypto, commodities, and forex
Visual reports and Sankey diagrams showing spending flows
Real-time net worth and portfolio performance tracking
Annualized performance and wealth projections
Manual transaction entry with no bank connections required
AES-256 encryption with zero-knowledge architecture
EU server hosting under GDPR compliance
CSV import for portfolio positions
Desktop and mobile access
What makes it different
Unified view across multiple brokers and accounts
Research and tracking in one platform
No need to enter brokerage passwords
Manual entry by design creates financial awareness and spending habits, unlike automated bank-syncing apps
Combines budgeting and investing in a single app, providing complete net worth view across cash and all assets
Zero-knowledge encryption and EU hosting unlike US-based competitors relying on third-party aggregators
Built by a single developer with no shareholders or exit strategy, focused on quality over growth metrics
Privacy by design with technically impossible data sales due to encryption
Finsepa
Finzen