Track your portfolio. Research your next investment.
Budget, net worth, and profit tracking from your real accounts
Stage
Startup
Not given
Founded
Not given
Not given
Based in
Not given
US
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.
7-day free trial, no card needed. Then $6.99 USD per month or $59.99 USD per year, billed once.
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
Connect up to 5 banks with every account at each
Unlimited manual accounts, cars and properties
Budgets with pace tracking for the month
Transaction categories with rules that stick
Automatically detect recurring charges
Profit reports per car, rental or client ranked by earnings
Break-even and monthly cost tracking for each asset
Business-use percentage for mixed use vehicles
Export data as CSV for tax preparation
Two-factor sign-in and device management
What makes it different
Unified view across multiple brokers and accounts
Research and tracking in one platform
No need to enter brokerage passwords
Shows real figures from actual accounts, not estimates or projections
Profit tracking per car, rental or client that stays with your money accounts
Read-only access prevents any money transfers
Bank password never touches the servers
Price locked for life as long as you stay subscribed