Retirement and financial scenario planner with real tax math
Professional-grade trading software for retail traders
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
AU
Pricing model
Freemium
Freemium
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 to download. Pro: US$5.99/month or US$59.99/year. CashDesk Pro: US$5.99/month or US$59.99/year. CashDesk Tax Return: US$39.99 one-off purchase (included with yearly plan). Prices vary by store and region.
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
Position sizing with prop-firm limits
Trading journal and performance analytics
Options payoff diagrams and Greeks analysis
AI multi-agent investment research
Tax reserve and budgeting for lumpy income
Volatility-based stop placement
Risk-reward modelling
Portfolio management and scenario modelling
GST/VAT/BAS worksheets
Mileage and asset depreciation tracking
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
Specialist tools focused on decision quality before trade execution
Institutional-grade tools for retail traders
Compare 47 prop-firm evaluation plans by their actual rules
Built and used by a solo founder who trades with them
Free calculators available in browser without signup
ifso
ProDesk Apps