Personal portfolio manager for cash, gold & silver, stocks, mutual funds, crypto, real estate and loans
One number for spending
Stage
Not given
Not given
Founded
Not given
Not given
Based in
IN
US
Pricing model
Freemium
Paid
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
$9.99/month or $69.99/year, first month free. No free tier. Billed through Apple App Store.
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
One weekly safe-to-spend number calculated from bills and savings goals
Automatic transaction tracking and categorization via Plaid
AI assistant Bob for personalized spending guidance
Leak detection to catch recurring habits and duplicate charges
Explanation of why your spending number changes
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
Simplicity - one number instead of complex category budgets
No manual categorization or maintenance required
AI-powered personalized coaching with Bob
Read-only bank connections that never store credentials
Pace