Track your portfolio. Research your next investment.
Stage
Not given
Startup
Founded
Not given
Not given
Based in
US
Not given
Pricing model
Freemium
Not given
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: $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
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
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
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
Nemonix
Finsepa