Basic: $5/month or $40/year (billed yearly). Pro: $8/month or $60/year. Ultra: $12/month or $100/year. First month free.
Base: $5/month billed annually or $9.95/month billed monthly. Investor: $8.25/month billed annually ($99/year) or $12.95/month billed monthly. Both include a 7-day free trial.
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
Ask Claude, ChatGPT, or any MCP client about spending, budgets, and balances
10,000+ US bank connections via Plaid
Automatic transaction categorization with user-defined rules
Auto-sync transactions to Google Sheets and Excel
Track cards, loans, balances, APRs, and due dates
Split mixed purchases into budget categories
Connect investment and retirement accounts
Scheduled check-ins and recurring tasks via AI
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 data stored on servers; credentials stay with Plaid and money never moves through OpenBudget
One subscription with everything included; no ads or data selling
Automatic spreadsheet sync with no manual CSV exports
Folify
OpenBudget