AI-powered personal finance app that connects your financial accounts and suggests your smartest next move.
Personalized insight report using Zi Wei Dou Shu and Bazi with AI analysis and human review
Stage
Startup
Not given
Founded
2025
Not given
Based in
US
Not given
Pricing model
Free trial
Paid
Pricing
14-day free trial with full access to all features. After trial: $9.99 per month or $79 per year. Cancel anytime during trial with no charge.
Solo report: USD 29 (regular USD 49). Duo report: USD 58 (regular USD 98). Both include main report and personal HTML web version, delivered within 48 hours.
Key features
AI Financial Advisors - 8 specialized agents personalized to your situation
Automatic bank, card, and brokerage syncing with nightly transaction refresh
Net worth tracking with peer percentile comparisons
Smart budgeting with rollover and visual progress rings
Goal forecasting with AI-powered projections
Cash flow visualization with interactive Sankey diagrams
Recurring charge and bill detection with price increase alerts
Weekly personalized audio briefing
Read-only bank connections through Plaid
Encrypted bank access tokens with no credential storage
AI analysis with human review for consistency and boundaries
Private HTML web version for long-term reference
Separate Zi Wei and Bazi analysis with cross-comparison
48-hour delivery after data confirmation
Long-form written report plus interactive web delivery
Duo option for partner, family, or co-founder compatibility
What makes it different
All 8 specialized AI agents included in every plan with no tiers or feature gates
One prioritized next action based on your complete financial picture
Full access during 14-day free trial with no charge if canceled
Locked-in pricing for all subscribers even after price increases
Combines two traditional Eastern frameworks for comprehensive self-understanding
Human review ensures clarity and prevents fear-based language and pseudo-professional advice
Structured 12-chapter framework transforms metaphysical concepts into readable interpretation
Transparent about method limitations and does not claim to predict exact events
PocketBuddy
Tian Ming Jian