Private net worth tracker for global finances with multi-currency support and optional bank connections
Connect your bank to AI and get real answers
Stage
Not given
Not given
Founded
Not given
Not given
Based in
CH
US
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.
Base: $5/month billed annually or $9.95/month billed monthly. Investor: $8.25/month billed annually ($99/year) or $12.95/month billed monthly. Both include a 7-day free trial.
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
Ask Claude, ChatGPT, or any MCP client about spending, budgets, and balances
10,000+ US bank connections via Plaid
Automatic transaction categorization with user-defined rules
Auto-sync transactions to Google Sheets and Excel
Track cards, loans, balances, APRs, and due dates
Split mixed purchases into budget categories
Connect investment and retirement accounts
Scheduled check-ins and recurring tasks via AI
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
No data stored on servers; credentials stay with Plaid and money never moves through OpenBudget
One subscription with everything included; no ads or data selling
Automatic spreadsheet sync with no manual CSV exports
OpenBudget