AI-powered wealth tracking and portfolio management platform for complex investments
Simple zero-based budgeting for spending clarity
Stage
Not given
Not given
Founded
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Based in
US
US
Pricing model
Not given
Freemium
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: $0/month. Pro: $99.00/year ($8.25/month when billed yearly) or $12.99/month when billed monthly. Eligible U.S. App Store subscribers get 14 days free trial, then $99.00/year.
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
Zero-based budgeting method
Manual transaction tracking
Intelligent recommendations for tracking
Recurring line items
Search across transactions and budget items
Export to CSV or XLSX
Cross-device sync
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
Built on simplicity by design, avoiding bloated features most people don't use
Free plan includes core budgeting without paid features
Works seamlessly across iOS, iPad, and web with real-time sync
Vyzer
OnTrack Money