Your personalized self-development book built from an anonymous assessment
Your accounts, statements, and bills in one spreadsheet
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
US
Pricing model
Paid
Freemium
Pricing
Digital US$79, Paperback US$109 (plus shipping), Hardcover US$149 (plus shipping). All one-time purchases in USD. Printed books include free shipping to most destinations.
Free sample spreadsheet with example data. Starter: $4/month (or $48/year, save $8) for up to 3 banks. Plus: $9/month (or $108/year, save $18) for up to 8 banks and 3 brokerages. Add-ons: More connections $1.50/month or $15/year each; Investment history $3/month or $30/year.
Key features
Seven-session anonymous assessment with research-grounded instruments
12 months GPT-guided development app access
Guided interview to shape personal development program
Digital PDF, paperback, or hardcover editions
Assessment based on validated instruments from Stanford, Oxford, Columbia, UCLA, and NCPTSD
Credit card statements and payment tracking
Recurring subscription detection
Built-in budgets and charts
Investment tracking with holdings
Weekly summary email
Import from other budgeting apps
Google Sheets and Excel sync
Read-only bank access via Plaid
Download as Excel, LibreOffice or CSV
What makes it different
Fully anonymous by design with assessment separate from purchase details
Research-grounded assessments using validated instruments from leading institutions
Personalized one-of-one edition tailored to individual patterns and goals
Non-diagnostic approach supporting self-development without medical claims
Practical 180-day blueprint that turns insights into actionable steps
Ready-made charts and budgets built into your spreadsheet, not in a separate app
Own your data in Google Sheets or Excel instead of in the app
Low starting price from $40 a year
Free sample spreadsheet to try without connecting a bank
Rilev
Aggregate Finance