| What it does | Portfolio rebalancing tool for investors
| Desktop app for organizing income, expenses, budgets, subscriptions, and goals
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| Stage | Not given
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| Founded | Not given
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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.
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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
| - AI insight that detects patterns and recurring expenses
- Budget guard with visual warnings before overspending
- Guided onboarding that builds your first month
- Real transaction editor with amount, date, category, account, merchant, tags, notes
- Reports with charts for category, monthly trend, savings, and extraordinary expenses
- Local-first data storage with optional account sync
- Control of recurring income, fixed and variable expenses, extraordinary movements, and monthly budget
- Google login for account creation
- Windows desktop application
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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
| - Local-first by default, no account required to start
- Complete financial workspace in one compact, actionable view
- Build your first budget in minutes with guided onboarding
- Everything stays connected in one workspace
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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 | 4 ● no change since last check |
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| Trust Flow (Majestic) | 0 | 6 |
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| Citation Flow (Majestic) | 0 | 19 |
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| Referring domains (Majestic) | 0 | 22 |
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Folify
Flytivy Personal Finance