| What it does | Personal portfolio manager for cash, gold & silver, stocks, mutual funds, crypto, real estate and loans
| AI-powered wealth tracking and portfolio management platform for complex investments
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| Stage | Not given
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| Founded | Not given
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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
| 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.
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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
| - 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
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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
| - 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
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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 | 33 ● no change since last check |
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| Trust Flow (Majestic) | 17 | 8 |
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| Citation Flow (Majestic) | 9 | 20 |
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| Referring domains (Majestic) | 4 | 219 |
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