| What it does | Personal portfolio manager for cash, gold & silver, stocks, mutual funds, crypto, real estate and loans
| The all-in-one personal finance dashboard combining envelope budgeting, expense tracking, and portfolio management
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| Stage | Not given
| MVP
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| Founded | Not given
| 2020
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| Based in | IN
| DE
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| Pricing model | Freemium
| Free trial
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| Pricing | Free plan with limited accounts and holdings per category, manual price entry. Plus at ₹299/month or ₹2,999/year (save ~16%), or $10/month or $99/year, with unlimited accounts, live price sync, multi-currency support and PDF reports. 15-day Plus trial included with every new account, no card require
| Free during open beta. Full release will be subscription-based with price TBD. Beta users will receive a discount.
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| Key features | - Unified dashboard for all assets—cash, stocks, crypto, real estate, loans and gold
- Broker statement import for stocks and mutual funds
- Live price synchronization for gold, stocks and crypto
- PDF net worth reports for download or email
- Bank-grade encryption and optional account details
- Family linking to view multiple accounts from one login
- Goal tracking for savings targets
- EMI and loan management with due-date reminders
| - Envelope-based budgeting with real-time category tracking
- Multi-asset portfolio tracking including stocks, ETFs, crypto, commodities, and forex
- Visual reports and Sankey diagrams showing spending flows
- Real-time net worth and portfolio performance tracking
- Annualized performance and wealth projections
- Manual transaction entry with no bank connections required
- AES-256 encryption with zero-knowledge architecture
- EU server hosting under GDPR compliance
- CSV import for portfolio positions
- Desktop and mobile access
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| What makes it different | - Genuinely useful free plan that is not a crippled trial
- Built for Indian users with INR pricing, local payment options and portfolios designed around Indian financial life
- One accurate net worth across all assets automatically converted to your base currency
| - Manual entry by design creates financial awareness and spending habits, unlike automated bank-syncing apps
- Combines budgeting and investing in a single app, providing complete net worth view across cash and all assets
- Zero-knowledge encryption and EU hosting unlike US-based competitors relying on third-party aggregators
- Built by a single developer with no shareholders or exit strategy, focused on quality over growth metrics
- Privacy by design with technically impossible data sales due to encryption
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | Not checked yet ● no change since last check | 16 ● no change since last check |
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| Trust Flow (Majestic) | 17 | 11 |
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| Citation Flow (Majestic) | 9 | 20 |
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| Referring domains (Majestic) | 4 | 16 |
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Finzen