Basic: $5/month or $40/year (billed yearly). Pro: $8/month or $60/year. Ultra: $12/month or $100/year. First month free.
Free to start with all features unlocked; then Monthly, Yearly (billed yearly, most common option), or Lifetime (one-time payment). Prices set by Apple App Store and Google Play and vary by country.
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
Calculates what you can safely spend today
Budgets over any period (month, fortnight, custom)
Multiple accounts, transfers, and net worth tracking
Recurring rules for rent, salary, and subscriptions
Search and filters over every transaction
CSV export of transactions
Backup and restore via Google Drive, iCloud, or file
App lock with passcode and biometrics
Supports 165 currencies and 5 languages
All data stays on device with optional backup only
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
No bank connection—you manually add transactions, so no credentials to share and nothing to categorize incorrectly
All data remains on your phone; nothing is uploaded without your permission
Shows what you can spend today as one clear number derived from remaining funds and days until payday
Free to start with all features unlocked; you choose whether to pay to continue adding transactions
Folify
Ledgerly