| What it does | Net worth and portfolio tracker for Indian investors
| AI-powered wealth tracking and portfolio management platform for complex investments
|
|---|
| Stage | Not given
| Not given
|
|---|
| Founded | Not given
| Not given
|
|---|
| Based in | IN
| US
|
|---|
| Pricing model | Freemium
| Not given
|
|---|
| Pricing | Core: free. Pro: ₹79 per month or ₹799 per year on launch pricing (first 100 accounts); regular pricing ₹129 per month or ₹1,299 per year. Available as auto-renewing UPI Autopay or one-time payment.
| Individual Investors - Annual billing (20% savings): Starter Free, Plus $145/month, Premium $375/month, Elite $795/month. Monthly billing: Starter Free, Plus $180/month, Premium $495/month, Elite $995/month. Family Office plans available by contacting sales.
|
|---|
| Key features | - Track 15 asset classes including stocks, ETFs, mutual funds, real estate, gold, bonds, fixed deposits, crypto and more
- Bank statement import with automatic categorisation (CSV and PDF)
- Life Map cash timelines and scenario planning with breaking points
- Retirement and FIRE calculators including Coast FIRE and Barista FIRE options
- Pro Score automated insights and risk/protection checks scored out of 100
- Full data export and deletion capability at any time
| - AI document processing for financial statements and K-1s
- Sync multiple bank and brokerage accounts
- Performance tracking across public and private investments
- Portfolio organization by entity (LLCs, trusts, IRAs)
- Cash flow planning with scenario modeling
- Co-investment and ownership stake tracking
- Role-based access and permissions
- AI-powered portfolio query and insights
- Automated reporting and statements
- Support for multiple asset classes
|
|---|
| What makes it different | - No investment advice, no commissions, no data sales—only software for tracking and automated observations
- Launch pricing locked for life on auto-renewing subscription at ₹79/month or ₹799/year instead of regular ₹129/month or ₹1,299/year
| - All-in-one platform combining portfolio tracking, cash flow modeling, document analysis, and reporting without spreadsheets
- AI-powered document processing that extracts data from financial statements automatically
- Multi-entity and multi-client portfolio management for family offices and advisors
- Comprehensive asset class coverage from traditional to crypto and alternative investments
- No financial product upselling or conflicts of interest
|
|---|
| Community votes | 0 | 0 |
|---|
| DR (Domain Rating by Ahrefs) | Not checked yet ● no change since last check | 33 ● no change since last check |
|---|
| Trust Flow (Majestic) | 0 | 8 |
|---|
| Citation Flow (Majestic) | 7 | 20 |
|---|
| Referring domains (Majestic) | 1 | 219 |
|---|
Fintrack Labs
Vyzer