| What it does | Open-source budget tracker and personal finance app
| AI-powered wealth tracking and portfolio management platform for complex investments
|
|---|
| Stage | Not given
| Not given
|
|---|
| Founded | Not given
| Not given
|
|---|
| Based in | Not given
| US
|
|---|
| Pricing model | Freemium
| Not given
|
|---|
| Pricing | Essential: $30/year or $5/month. Includes manual entry, imports, investments, backup export, MCP server, and 2 household seats. Plus: $55/year or $8/month. Adds bank sync, AI features on the company's key, FIRE planner, and 5 household seats. Self-hosting is free forever and includes all features.
| Individual Investors - Annual billing (20% savings): Starter Free, Plus $145/month, Premium $375/month, Elite $795/month. Monthly billing: Starter Free, Plus $180/month, Premium $495/month, Elite $995/month. Family Office plans available by contacting sales.
|
|---|
| Key features | - Bank connections via LunchFlow, SimpleFIN, and Monobank
- Automatic transaction categorization with AI learning
- Budget tracking and progress monitoring
- Investment portfolio tracking including crypto
- Multi-currency support with automatic exchange rates
- Family sharing with per-account access control
- AI MCP server for connecting external AI assistants
- Reports and analytics with pivot tables
| - AI document processing for financial statements and K-1s
- Sync multiple bank and brokerage accounts
- Performance tracking across public and private investments
- Portfolio organization by entity (LLCs, trusts, IRAs)
- Cash flow planning with scenario modeling
- Co-investment and ownership stake tracking
- Role-based access and permissions
- AI-powered portfolio query and insights
- Automated reporting and statements
- Support for multiple asset classes
|
|---|
| What makes it different | - Fully open-source under AGPL-3.0 with auditable code
- Self-host for free with Docker or use cloud starting at $2.50/month
- Bank coverage across 30+ countries
- Bring your own AI or use the built-in assistant
- Data encryption and full user control with no data selling
| - All-in-one platform combining portfolio tracking, cash flow modeling, document analysis, and reporting without spreadsheets
- AI-powered document processing that extracts data from financial statements automatically
- Multi-entity and multi-client portfolio management for family offices and advisors
- Comprehensive asset class coverage from traditional to crypto and alternative investments
- No financial product upselling or conflicts of interest
|
| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | Not checked yet ● no change since last check | 33 ● no change since last check |
| Trust Flow (Majestic) | 1 | 8 |
| Citation Flow (Majestic) | 15 | 20 |
| Referring domains (Majestic) | 72 | 219 |