| What it does | Wall Street insights for retail investors
| AI-powered personal finance and household management platform
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| Stage | Established
| Not given
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| Founded | 2021
| Not given
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| Based in | DE
| CZ
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| Pricing model | Freemium
| Freemium
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| Pricing | Seedling: Free. Strategist: 5€/month (16% off yearly, 2 months free). Oracle: 15€/month (16% off yearly, 2 months free).
| Free: £0 (2 bank accounts, 1 property, 1 vehicle, 1 broker, £0.35 AI credit/month). Premium: £3.25/month or £38.99/year (unlimited accounts, 5 properties, 5 vehicles, 5 profiles, £2.60 AI credit/month). Max: £8.33/month or £99.99/year (unlimited assets, 15 profiles, £6.90 AI credit/month). Premium L
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| Key features | - Portfolio tracking across multiple brokers and asset classes
- AI-powered portfolio optimization
- Scenario simulations and stress testing
- 1-year asset forecasts
- Dividend tracking and forecasting
- Access to 100,000+ stocks and ETFs
- 30 years of historical asset data
- ETF comparison tool
- Portfolio benchmarking against indexes
- Backtesting tool
| - Bank statement import from 203 formats in 31 countries
- Budget management with 50/30/20 or envelope method
- Subscription and recurring payment tracking
- Investment portfolio tracking for stocks, ETFs and crypto
- Real estate and property valuation
- Vehicle and valuables tracking
- Shared expenses and bill splitting
- AI assistant for financial questions and analysis
- Tax orientation tools
- Net worth calculation and tracking
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| What makes it different | - All investments in one unified platform across brokers
- AI-powered insights designed for retail investors
- Bank-level security with no storage of broker credentials
- Institutional-grade models accessible to individual investors
| - Comprehensive wealth management in one app covering accounts, investments, real estate, vehicles and valuables
- AI assistant that understands your data and answers financial questions with sources
- Privacy-first design with EU data centers, no bank password required, and data never sold
- Supports 203 bank statement formats from 31 countries
- Free tier genuinely usable forever with no dark patterns
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 18 ▲ +1 (up) since last check | 17 ● no change since last check |
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| Trust Flow (Majestic) | 18 | 8 |
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| Citation Flow (Majestic) | 29 | 28 |
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| Referring domains (Majestic) | 290 | 36 |
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Assetli