Private net worth tracker for global finances with multi-currency support and optional bank connections
Your personal AI CFO for serious investors
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.
Free tier with limited AI usage; Pro $17/mo billed annually or $20/mo monthly; Max $200/mo
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
Connect over 12,000 US banks and brokerages
Connect crypto exchanges and self-custody wallets
Track physical assets with live market data valuation
Real-time financial insights via call, chat, or email
Read-only access with no ability to move money
SOC 2 Type II certified encryption
Mobile-first web experience
AI-powered financial analysis connected to real accounts
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
Built by investors specifically for investors
AI answers questions using your real numbers, not generic examples
Institutional-grade analysis in real time, 24/7
Combines account aggregation with AI financial insights
Secure with encrypted data and no credential storage
Silvia