| What it does | Retirement and financial scenario planner with real tax math
| Track every asset you own on one interactive map
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| Stage | Not given
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| Founded | Not given
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| Based in | US
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| Pricing model | Freemium
| Free trial
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| Pricing | Free: one plan with the full engine and real tax math. Pro: $9 per month or $69 per year, includes more plans, compare two side by side, year's cash flow, Monte Carlo range, Roth conversions, and rentals.
| Free tier: $0 for 3 assets. Paid: $47/month for 3 assets; additional assets cost $15/month for assets 4-10, $10/month for assets 11-25, and $5/month from asset 26 onwards. Maximum 100 assets at $677/month. Yearly plan saves 30%: $394.80/year for 3 assets. 7-day free trial requires card.
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| Key features | - Real tax math with federal brackets, state tax, and FICA calculated each year
- 401(k) and IRA rules including contribution limits and employer match
- Mortgage amortization with property tax and insurance
- Rental property calculations with rent, vacancy, and upkeep
- Social Security adjusted for claim age
- Required minimum distributions with IRS rules
- Roth conversion modeling
- Monte Carlo analysis with market volatility
- Compare two plans side by side
- Spouse planning with separate ages and Social Security claims
| - Interactive global map with globe and country views
- Track property, vehicles, boats, aircraft, land, parking and equipment
- View value, income, expenses, yield and net worth for each asset
- Attach documents such as deeds and insurance
- Set reminders for renewals
- Track loans and mortgages with debt details
- Export data as PDF, Excel or CSV reports
- Performance ranking showing returns across portfolio
- Upload deed, invoice or contract to auto-fill asset details
- Create private read-only sharing links for accountants or partners
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| What makes it different | - No bank connection required; you enter your numbers manually for complete privacy
- Detailed tax math applied year by year based on actual rules and limits
- One plan stays completely free forever with the full engine
- Compare different life decisions and scenarios on a single chart
- Export or delete your data anytime with no lock-in
| - One interactive map showing all asset types together
- Values come from you, not market estimates, ensuring accuracy to your beliefs
- No bank logins required or personal data collection
- Tracks ownership share for properties held with partners
- Works across multiple countries with globe and country views
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 1 ● no change since last check | 2 ▲ +2 (up) since last check |
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| Trust Flow (Majestic) | 0 | 5 |
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| Citation Flow (Majestic) | 23 | 21 |
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| Referring domains (Majestic) | 51 | 10 |
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