AI personal finance management that diagnoses your finances and ranks what to do next with dollar impact
Personalized insight report using Zi Wei Dou Shu and Bazi with AI analysis and human review
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
Not given
Pricing model
Freemium
Paid
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).
Solo report: USD 29 (regular USD 49). Duo report: USD 58 (regular USD 98). Both include main report and personal HTML web version, delivered within 48 hours.
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
AI analysis with human review for consistency and boundaries
Private HTML web version for long-term reference
Separate Zi Wei and Bazi analysis with cross-comparison
48-hour delivery after data confirmation
Long-form written report plus interactive web delivery
Duo option for partner, family, or co-founder compatibility
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
Combines two traditional Eastern frameworks for comprehensive self-understanding
Human review ensures clarity and prevents fear-based language and pseudo-professional advice
Structured 12-chapter framework transforms metaphysical concepts into readable interpretation
Transparent about method limitations and does not claim to predict exact events
Lodestar Wealth
Tian Ming Jian