Seedling: Free. Strategist: 5€/month (16% off yearly, 2 months free). Oracle: 15€/month (16% off yearly, 2 months free).
Free tier: $0 for 3 assets. Paid: $47/month for 3 assets; additional assets cost $15/month for assets 4-10, $10/month for assets 11-25, and $5/month from asset 26 onwards. Maximum 100 assets at $677/month. Yearly plan saves 30%: $394.80/year for 3 assets. 7-day free trial requires card.
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
Interactive global map with globe and country views
Track property, vehicles, boats, aircraft, land, parking and equipment
View value, income, expenses, yield and net worth for each asset
Attach documents such as deeds and insurance
Set reminders for renewals
Track loans and mortgages with debt details
Export data as PDF, Excel or CSV reports
Performance ranking showing returns across portfolio
Upload deed, invoice or contract to auto-fill asset details
Create private read-only sharing links for accountants or partners
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
One interactive map showing all asset types together
Values come from you, not market estimates, ensuring accuracy to your beliefs
No bank logins required or personal data collection
Tracks ownership share for properties held with partners
Works across multiple countries with globe and country views
Owned Map