Track your portfolio. Research your next investment.
Private expense tracker with on-device AI that never leaves your phone
Stage
Startup
MVP
Founded
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Based in
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Pricing model
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Free
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.
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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
Automated bank SMS sync that filters promotions and OTPs
Receipt OCR that reads bills on the phone
On-device AI using Gemini Nano or Apple Intelligence
Dynamic budgets with automatic suggestions and alerts
Bill-splitting with shareable links
Debt and EMI tracking with interest calculations
Home and Lock Screen widgets
Support for 107 currencies with offline exchange rates
AES-256 encrypted local storage with password-protected backups
What makes it different
Unified view across multiple brokers and accounts
Research and tracking in one platform
No need to enter brokerage passwords
No account, server or cloud needed—everything stays on your phone
On-device AI that never uploads your data or questions
Works fully offline with local exchange rate data
Automatic bank SMS parsing without manual entry
Bank alerts understood in multiple currencies including rupees, dollars and euros
Finsepa
Fundstash