Track your portfolio. Research your next investment.
Stage
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Startup
Founded
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Based in
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Pricing model
Freemium
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Pricing
Free download with 3 receipts; then $4.99/month or $39.99/year in the US (7-day trial for yearly); £4.99/month or £39.99/year in the UK.
Free plan: $0/month with one manually managed portfolio, up to 15 assets, one watchlist, and research tools. Pro plan: $12.99/month (or billed yearly with 17% savings) includes unlimited portfolios, unlimited assets, detailed analytics, broker connections, and priority support.
Key features
Scan receipts with iPhone camera and OCR processing
Editable item and price review before saving
Categorize purchases automatically
Mark purchases as Essential or Optional
Share household history between two iPhones via QR code
Search history by category, store, and item
Export purchase data to CSV
Monthly PDF spending reports
iCloud sync for household data
Works without bank account connection
Multiple broker connections through SnapTrade
Monthly returns compared to S&P 500 benchmark
Superinvestor portfolio tracking
Investment goals and dividend tracking
Manual portfolio entry and CSV import
iOS app and web access
What makes it different
Sees individual grocery items instead of just merchant totals
No bank login or account connection required
User controls what is marked optional to identify potential savings
Open-source privacy core for audit and verification
Household sync without requiring a shared bank account or password
Finsepa