Personal portfolio manager for cash, gold & silver, stocks, mutual funds, crypto, real estate and loans
Know what your cards will report before they report it
Stage
Not given
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Founded
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Based in
IN
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Pricing model
Freemium
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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
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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
Projects reported utilization before each statement closes
Learns each card's statement cycle from its own history
Counts recurring charges committed before the close
Per-card utilization thresholds with push alerts
Close date alerts a few days beforehand
Tracks recurring subscription charges
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
Counts recurring charges that will post before statement close
Built around statement close, not payment due date
Connects through Plaid without storing login credentials
Sonar