| What it does | Personal portfolio manager for cash, gold & silver, stocks, mutual funds, crypto, real estate and loans
| Personal financial planning software for tech professionals
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| Stage | Not given
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| Founded | Not given
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| Based in | IN
| US
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| Pricing model | Freemium
| Paid
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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
| Basic Plan: $200/year. Guided Plan: $2,000/year for one plan subscription.
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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
| - Advanced tax modeling for stock options, concentrated stock, QSBS, and other complex equity strategies
- Monte Carlo simulation to stress-test plans across thousands of market scenarios
- Financial projections across decades with instant impact analysis
- Investment tracking across multiple accounts with tax treatment analysis
- AI plan review to identify gaps and risks in financial strategy
- 1:1 plan review with 60-minute focused session with team
- Financial goals management with dedicated funding strategies
- Live Q&A and learning sessions hosted twice a month
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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
| - Designed specifically for tech professionals with complex equity positions
- Entirely user-supported with no affiliate marketing, third-party compensation, or product commissions
- Forward-looking financial planning application rather than just spending tracking
- Models complex tax implications including Roth conversions, QCDs, IRMAA, and RMDs
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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 | 12 ▼ −1 (down) since last check |
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| Trust Flow (Majestic) | 17 | 10 |
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| Citation Flow (Majestic) | 9 | 19 |
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| Referring domains (Majestic) | 4 | 54 |
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Nauma