| What it does | Financial Management for Everyone
| Professional portfolio tracker for stocks, bonds, ETFs, options, crypto and real estate with tax reporting and broker sync
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| Stage | Not given
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| Founded | Not given
| 2023
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| Based in | US
| ES
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| Pricing model | Freemium
| Freemium
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| Pricing | Personal: Free forever. Family: $14.99/month or $149/year. Pro: $9.99/month standalone or $99.90/year, or $7.99/month with Family. Elite: $49.99/month for first 3 seats, $19/month per additional seat.
| Free plan with core features (10 holdings, 1 portfolio). Starter: $6.99/month billed annually (25 holdings, 2 portfolios, broker sync). Advanced: $11.99/month billed annually (unlimited holdings, 15 portfolios, tax reports). Pro: $24.99/month billed annually (unlimited everything, personal account m
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| Key features | - Bill Tracker - Track recurring bills with AutoPay marking
- Income Tracker - Log income sources with pay frequency
- Debt Payoff Calculator - Choose avalanche or snowball strategy
- Bank Sync via Plaid - Automatic transaction categorization
- Bank-Verified Payments - Checks against real bank activity
- Budget Health Score - 0-100 score showing spending alignment
- Net Worth Tracker - Track assets and debts
- Invoicing and A/R - Create and track invoices with online payments
- Profit & Loss Summary - Export P&L statements for accounting
- Household member accounts - Up to 5 members with shared budget
| - Real-time portfolio tracking with live prices and performance across 200,000+ assets
- Automatic broker sync with 30+ brokerages
- Tax reports for 17 countries with FIFO, LIFO, average cost and specific ID methods
- Options Greeks calculator with Black-Scholes pricing
- Bond analytics with YTM, duration, convexity and coupon calendars
- Real estate tracking with cap rate, NOI and rental income management
- Multi-currency support across 50+ currencies and 80+ global exchanges
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| What makes it different | - Bank-verified payments confirm actual clearing dates against bank activity
- Completely free personal tier with no credit card required
- Shared household finances for up to 5 members
- Built-in invoicing and business tools without separate apps
- Revenue portion supports community aid for basic necessities
| - All-in-one platform tracking stocks, bonds, options, crypto and real estate in single dashboard
- Professional-grade analytics tools typically reserved for institutional fund managers available to individual investors
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 5 ▲ +1 (up) since last check | 33 ▼ −1 (down) since last check |
| Trust Flow (Majestic) | 2 | 6 |
| Citation Flow (Majestic) | 22 | 32 |
| Referring domains (Majestic) | 7 | 159 |