Track your portfolio. Research your next investment.
Know where your money goes
Stage
Startup
Not given
Founded
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Based in
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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.
2 months free trial, then $9.99/month (USD)
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 bank accounts securely with Plaid read-only access
Automatic transaction tracking and categorization
Monthly and yearly budgets with real-time updates
Transaction review queue to approve and categorize spending
Shared household access with Edit and View permissions
Savings goals tracking shared with household
Recurring subscription detection and price change alerts
Free loan calculator for any amount and rate
Can I afford it feature checks purchase against available funds
What makes it different
Unified view across multiple brokers and accounts
Research and tracking in one platform
No need to enter brokerage passwords
Automatically updates budget as transactions sync in real time
One shared place for entire household instead of multiple apps and spreadsheets
Read-only bank access means Savenello cannot move money
Designed specifically for couples and families with shared finances
Finsepa
Savenello