Private net worth tracker for global finances with multi-currency support and optional bank connections
Connected financial planner for Indians in India and abroad
Stage
Not given
Not given
Founded
Not given
Not given
Based in
CH
SG
Pricing model
Freemium
Freemium
Pricing
Standard plan: free for manual tracking in one currency. Premium: US$5/month or US$50/year when billed annually, includes multi-currency support and optional bank connections.
Free forever with all calculators and financial health check. Pro from $12/month or $99/year. Advisor $99/month and Advisor Pro $299/month for financial advisors.
Key features
Manual account tracking in one consistent currency
Optional premium connections for supported institutions
Multi-currency support with original currency records
End-to-end encryption for account data
FIRE calculator for retirement planning
Historical tracking and trend charts
Portfolio insights and diversification analysis
Currency distribution breakdown
Couples account sharing
AI Finance Copilot for portfolio questions
Free financial calculators for SIP, FIRE, retirement, EMI, tax and more
Connected financial planner tracking income, expenses, goals, assets and net worth
AI-generated personalized action plans ranked by urgency
FinChat AI planning assistant with 200 messages per month on Pro
Multi-currency support for eight currencies including INR, USD, EUR, GBP
PDF reports and scorecards for Pro users
NRI-specific tools for residential status and returning to India
What makes it different
Browser-side encryption keeps financial records encrypted before reaching servers
Multi-currency tracking maintains original currency records alongside reporting view
Combination of manual and automated account synchronization
Net-worth-focused design distinct from budgeting software
Integrated FIRE planning tools without spreadsheet formulas
Connected workspace where cash flows, investments, goals, loans and SIPs stay connected
Treats Indians abroad as core audience with multi-currency and residency rule support
Never connects to bank or investment accounts; data encrypted with AES-128
Recommendations follow standard financial planning order, not a generic checklist
FinPlann