| What it does | Portfolio rebalancing tool for investors
| Send encrypted messages and final words to loved ones after your death via email and WhatsApp
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| Stage | Not given
| Established
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| Founded | Not given
| 2021
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| Based in | Not given
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| Pricing model | Not given
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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: 1 email message, basic check-in frequency (every 6 months), email delivery only. Premium (Lifetime): €29 one-time payment, up to 100 email messages, up to 10 WhatsApp messages, all check-in frequencies, photo attachments (500MB).
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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
| - Send messages after death via email and WhatsApp
- Encrypted message storage with AES-256-GCM encryption at rest
- Automatic email reminders if check-in is missed
- Photo attachments for Premium users
- Edit or delete messages anytime before delivery
- WhatsApp delivery as alternative to email only
- One-time payment with lifetime access, no subscription
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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
| - WhatsApp delivery ensures messages are read more reliably than email, reaching older relatives who may not check email regularly
- Dead man's switch design requires proof of life through check-ins before messages are sent, not automatic time-based delivery
- Completely independent service with no investors, ads, or data selling
- Simple, focused message editor with no feeds or distractions
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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 | 20 ● no change since last check |
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| Trust Flow (Majestic) | 0 | 2 |
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| Citation Flow (Majestic) | 0 | 19 |
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| Referring domains (Majestic) | 0 | 12 |
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Folify
FinalSaying