Private net worth tracker for global finances with multi-currency support and optional bank connections
Canadian credit card rewards optimizer that matches every expense to the right card using cap-aware algorithms
Stage
Not given
Startup
Founded
Not given
Not given
Based in
CH
CA
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 Core: $0/month. Pro Automator: $7.99 CAD/month or $79.99 CAD/year (billed annually, saving 16%)
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
Automated bank sync via Plaid with read-only access
50+ Canadian credit cards from major issuers
Custom point valuations for Aeroplan, AMEX MR, and Scene+
Max AI strategist for conversational credit card advice
CSV exports and tax-time breakdowns
12-month spending and cap history tracking
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
Only optimizer built specifically for Canadian card spending caps and reward structures
100% mathematically neutral recommendations with no affiliate bias
Dynamically reallocates spending when card caps are hit
SOC2-compliant Plaid integration with zero password storage
Free tier provides full cap-aware optimization at no cost
Wallet Fit