AI personal finance management that diagnoses your finances and ranks what to do next with dollar impact
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 complete financial analysis and one portfolio review, no card required. Lodestar Plus $14.99/mo or $149.99/yr (7-day free trial available).
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
Live net-worth simulator with Monte Carlo ranges
Personalized opportunities based on job, employer benefits, age, location, and account structure
Portfolio structural score and plain-English review of actual holdings
Tax strategy center with CPA-ready guidance
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
Forward-looking prescriptive approach, not backward-looking tracking—ranks what to do next by dollar impact
Every dollar figure computed by deterministic engine, never guessed by AI
Flat fee model regardless of asset size, removing conflicts of interest
Complete analysis available free before upgrading, no teaser tier
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
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