Track your portfolio. Research your next investment.
Simple expense tracker app for daily spending
Stage
Startup
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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
Receipt scanner with OCR in 7+ languages
165+ currencies supported with automatic exchange rates
Multi-currency budgets with alerts and notification thresholds
Unlimited custom spending categories
Dashboard and reports with period comparison
GPS-based currency suggestions and repeat expense auto-fill
ChatGPT plugin for conversational expense tracking
Chrome extension for adding expenses from browser
iCloud sync, CSV import and export, Siri Shortcuts
What makes it different
Unified view across multiple brokers and accounts
Research and tracking in one platform
No need to enter brokerage passwords
No bank connections or accounts required
All financial data stays on your device with no servers ever seeing your expenses
On-device receipt OCR without sending contents to servers
Finsepa
KashLog