| What it does | Portfolio rebalancing tool for investors
| The AI-first financial app for gig workers
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| Stage | Not given
| Startup
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| Founded | Not given
| 2025
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| Based in | Not given
| US
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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 plan $0 per month. Pro $4.99 per month or $49.90 per year. Wealth Builder $9.99 per month or $99.90 per year. Annual billing is ten months. Optional managed portfolio carries a flat 0.25% per year of managed assets on paid plans only, billed monthly in arrears and deducted by custodian, not cha
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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
| - Multi-platform earnings tracking for Uber, DoorDash, Lyft, Instacart, Grubhub, Amazon Flex and others
- Automatic GPS-based mileage tracking with business vs personal mile classification
- AI-powered quarterly tax estimates and tax optimization
- Auto-save with automatic contributions from each payout
- Federal and state tax return preparation
- Qualified tips tracking and deduction up to $25,000
- PRActicle™ Roth IRA portable retirement account (coming soon)
- Bank-connected earnings dashboard with read-only access via Plaid
- AI Money Coach with tax tips and financial guidance
- Saver's Match rewards program for 2027
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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
| - Only platform combining auto-save, retirement savings, tax optimization, mileage tracking and multi-platform earnings in one app
- Built by gig workers who understand the gig economy firsthand
- Finds 1099 income from bank deposits that platforms don't report on 1099 forms
- No hidden fees, no data selling, read-only bank access for security
- Serves gig workers, payroll companies, fleets, and platforms with white-label solutions
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | Not checked yet ● no change since last check | Not checked yet ● no change since last check |
| Trust Flow (Majestic) | 0 | 0 |
| Citation Flow (Majestic) | 0 | 25 |
| Referring domains (Majestic) | 0 | 42 |