| What it does | Personal financial planning software for tech professionals
| See your entire net worth in one private place
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| Stage | Not given
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| Founded | Not given
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| Based in | US
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| Pricing model | Paid
| Free
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| Pricing | Basic Plan: $200/year. Guided Plan: $2,000/year for one plan subscription.
| Free base tracking features; premium features planned
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| 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
| - 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
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| 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
| - 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
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 12 ▼ −1 (down) since last check | 6 ● no change since last check |
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| Trust Flow (Majestic) | 10 | 8 |
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| Citation Flow (Majestic) | 19 | 19 |
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| Referring domains (Majestic) | 54 | 4 |
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Nauma
MyMoneyViz