| What it does | Portfolio rebalancing tool for investors
| Cash flow app for freelancers: what you can spend today
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| Stage | Not given
| MVP
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| Founded | Not given
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| Based in | Not given
| EE
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| Pricing model | Not given
| Free trial
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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 for the first year for the first 100 people in early access. After that: US$9 per month or US$79 per year (or 9 € per month or 79 € per year for dashboards created from the Italian site). No automatic charges; email confirmation before billing begins.
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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
| - Import bank transactions from CSV, Excel, OFX/QFX, QIF or CAMT.053 files
- Automatic recognition of transactions from Chase, Bank of America, Wells Fargo, Capital One, Citi, American Express, Discover, Revolut, Wise, N26 and Fineco
- Connect Stripe for subscription renewals and payout tracking
- Import Fiverr earnings and forecast future payouts
- Browser extension for Chrome, Edge and Brave showing safe-to-spend at checkout
- Integration with Claude and ChatGPT for spending questions
- Multi-currency conversion using European Central Bank reference rates
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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
| - Shows what you can safely spend today without touching emergency funds or taxes over the next 12 months, not just current account balance
- Counts only income you can rely on (certain, half-certain, or uncertain) rather than all projected income
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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 | 3 ▲ +1 (up) since last check |
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| Trust Flow (Majestic) | 0 | 0 |
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| Citation Flow (Majestic) | 0 | 20 |
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| Referring domains (Majestic) | 0 | 6 |
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