| What it does | Portfolio rebalancing tool for investors
| AI-powered personal finance and household management platform
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
| CZ
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| Pricing model | Not given
| Freemium
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| Pricing | Basic: $5/month or $40/year (billed yearly). Pro: $8/month or $60/year. Ultra: $12/month or $100/year. First month free.
| Free: £0 (2 bank accounts, 1 property, 1 vehicle, 1 broker, £0.35 AI credit/month). Premium: £3.25/month or £38.99/year (unlimited accounts, 5 properties, 5 vehicles, 5 profiles, £2.60 AI credit/month). Max: £8.33/month or £99.99/year (unlimited assets, 15 profiles, £6.90 AI credit/month). Premium L
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| Key features | - Portfolio holdings monitoring across multiple accounts
- Multi-segment allocation tracking with up to 10 levels
- Allocation drift notifications via email and Telegram
- Rebalancing plan calculation with specific asset actions
- Support for stocks, ETFs, crypto and currencies from 70+ exchanges
- Customizable drift limits and waiting periods for alerts
- Automatic 24/7 value and allocation updates
- 15-minute delayed or end-of-day market data
| - Bank statement import from 203 formats in 31 countries
- Budget management with 50/30/20 or envelope method
- Subscription and recurring payment tracking
- Investment portfolio tracking for stocks, ETFs and crypto
- Real estate and property valuation
- Vehicle and valuables tracking
- Shared expenses and bill splitting
- AI assistant for financial questions and analysis
- Tax orientation tools
- Net worth calculation and tracking
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| What makes it different | - User-defined rules determine when alerts trigger, not the system
- Alerts only sent when both drift and time conditions are met simultaneously
- Detailed rebalancing actions specify exactly which assets to buy and sell in each account
- Nested segment structure allows organizing portfolios by purpose, region, risk or custom categories
| - Comprehensive wealth management in one app covering accounts, investments, real estate, vehicles and valuables
- AI assistant that understands your data and answers financial questions with sources
- Privacy-first design with EU data centers, no bank password required, and data never sold
- Supports 203 bank statement formats from 31 countries
- Free tier genuinely usable forever with no dark patterns
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | Not checked yet ● no change since last check | 17 ● no change since last check |
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| Trust Flow (Majestic) | 0 | 8 |
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| Citation Flow (Majestic) | 0 | 28 |
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| Referring domains (Majestic) | 0 | 36 |
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