Track your portfolio. Research your next investment.
Stage
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Startup
Founded
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Based in
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Pricing model
Free
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Pricing
Free base tracking features; premium features planned
Free plan: $0/month with one manually managed portfolio, up to 15 assets, one watchlist, and research tools. Pro plan: $12.99/month (or billed yearly with 17% savings) includes unlimited portfolios, unlimited assets, detailed analytics, broker connections, and priority support.
Key features
Beautiful net worth curves, allocation breakdowns, and historical trend visualizations
Backfill historical data to see your complete wealth journey
Portfolio analysis with insights into health, risk exposure, and diversification
Deep-dive into ETF holdings to see companies you own and overlaps
Set long-term goals and overlay target trajectory versus actual growth
Weekly recap and monthly reminder emails for balance updates
Track recurring subscriptions and spending by category
Convert and unify multiple currencies into one net worth number
Free financial calculators for investments, net worth, FIRE, savings rate, and rebalancing
Multiple broker connections through SnapTrade
Monthly returns compared to S&P 500 benchmark
Superinvestor portfolio tracking
Investment goals and dividend tracking
Manual portfolio entry and CSV import
iOS app and web access
What makes it different
100% manual tracking with no broken bank syncs or security risks from credential sharing
Complete privacy: data never sold, shared, or used to recommend products
Works with any asset type worldwide without requiring bank connections
Designed for couples and families to track household wealth in one place
Simple, reliable tool that respects your time without pushing upsells or proprietary products
MyMoneyViz
Finsepa