| What it does | AI-powered wealth tracking and portfolio management platform for complex investments
| Cash flow app for freelancers: what you can spend today
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| Stage | Not given
| MVP
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| Founded | Not given
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| Based in | US
| EE
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| Pricing model | Not given
| Free trial
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| Pricing | Individual Investors - Annual billing (20% savings): Starter Free, Plus $145/month, Premium $375/month, Elite $795/month. Monthly billing: Starter Free, Plus $180/month, Premium $495/month, Elite $995/month. Family Office plans available by contacting sales.
| Free for the first year for the first 100 people in early access. After that: US$9 per month or US$79 per year (or 9 € per month or 79 € per year for dashboards created from the Italian site). No automatic charges; email confirmation before billing begins.
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| Key features | - AI document processing for financial statements and K-1s
- Sync multiple bank and brokerage accounts
- Performance tracking across public and private investments
- Portfolio organization by entity (LLCs, trusts, IRAs)
- Cash flow planning with scenario modeling
- Co-investment and ownership stake tracking
- Role-based access and permissions
- AI-powered portfolio query and insights
- Automated reporting and statements
- Support for multiple asset classes
| - Import bank transactions from CSV, Excel, OFX/QFX, QIF or CAMT.053 files
- Automatic recognition of transactions from Chase, Bank of America, Wells Fargo, Capital One, Citi, American Express, Discover, Revolut, Wise, N26 and Fineco
- Connect Stripe for subscription renewals and payout tracking
- Import Fiverr earnings and forecast future payouts
- Browser extension for Chrome, Edge and Brave showing safe-to-spend at checkout
- Integration with Claude and ChatGPT for spending questions
- Multi-currency conversion using European Central Bank reference rates
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| What makes it different | - All-in-one platform combining portfolio tracking, cash flow modeling, document analysis, and reporting without spreadsheets
- AI-powered document processing that extracts data from financial statements automatically
- Multi-entity and multi-client portfolio management for family offices and advisors
- Comprehensive asset class coverage from traditional to crypto and alternative investments
- No financial product upselling or conflicts of interest
| - Shows what you can safely spend today without touching emergency funds or taxes over the next 12 months, not just current account balance
- Counts only income you can rely on (certain, half-certain, or uncertain) rather than all projected income
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 33 ● no change since last check | 3 ▲ +1 (up) since last check |
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| Trust Flow (Majestic) | 8 | 0 |
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| Citation Flow (Majestic) | 20 | 20 |
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| Referring domains (Majestic) | 219 | 6 |
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