Personal financial planning software for tech professionals
Track your portfolio. Research your next investment.
Stage
Not given
Startup
Founded
Not given
Not given
Based in
US
Not given
Pricing model
Paid
Not given
Pricing
Basic Plan: $200/year. Guided Plan: $2,000/year for one plan subscription.
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
Advanced tax modeling for stock options, concentrated stock, QSBS, and other complex equity strategies
Monte Carlo simulation to stress-test plans across thousands of market scenarios
Financial projections across decades with instant impact analysis
Investment tracking across multiple accounts with tax treatment analysis
AI plan review to identify gaps and risks in financial strategy
1:1 plan review with 60-minute focused session with team
Financial goals management with dedicated funding strategies
Live Q&A and learning sessions hosted twice a month
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
Designed specifically for tech professionals with complex equity positions
Entirely user-supported with no affiliate marketing, third-party compensation, or product commissions
Forward-looking financial planning application rather than just spending tracking
Models complex tax implications including Roth conversions, QCDs, IRMAA, and RMDs
Nauma
Finsepa