YOUR FINANCIALLIFE, MASTERED
Cash flow, investments, savings goals, real estate, and taxes — unified in one AI-powered dashboard. Connect all your accounts with a single secure Plaid link.
Help us test the Android app before launch
Total Net Worth
$1,247,890
Assets
$1.42M
Dividends
$3,240
Monthly
+8.2%
Everything In One Place
Ten powerful tools working together to give you complete control over your entire financial life.
Unified Account Linking
One secure Plaid connection links your bank accounts, credit cards, and investment brokerages in a single flow. No separate setups, no credential storage.
Net Worth Dashboard
Aggregate all assets and liabilities into one number with interactive charts that update in real time as your accounts sync.
Cash Flow Tracking
Monthly trend charts show income vs. spending with automatic transaction categorization and category breakdowns. Spot patterns and plug leaks instantly.
Portfolio Intelligence
Holdings, sector allocation, dividend analytics, and benchmark comparisons across all your investment accounts.
AI Financial Advisor
Get personalized guidance and insights powered by AI, tailored to your goals and full financial picture.
Savings Goals
Set targets, link accounts, and track progress automatically with milestone notifications that keep you motivated.
Shared Portfolios
Generate a secure read-only link to share your portfolio with family, advisors, or anyone you choose.
Real Estate & Alternatives
Track property values with AVM estimates, rental income, and maintenance costs. Log collectibles and alternative investments with AI-valued imagery.
Tax Organizer
Upload documents and receipts, estimate quarterly payments, track deductions, and export everything for filing season.
Bank-Grade Security
Plaid-secured syncing with AES-256 encryption, row-level access control, and zero data selling. Disconnect any account instantly.
HOW WE TRANSFORM YOUR FINANCES
A clear path from scattered accounts to total financial mastery.
Connect All Your Accounts
One secure Plaid connection links your banks, credit cards, and investment brokerages in a single flow. Bank-grade encryption, zero credential storage.
Aggregate & Analyze
Auto-categorize transactions, track cash flow with monthly trend charts, calculate net worth, and unify your full financial picture in real time.
Plan & Optimize
Set savings goals, create budgets, estimate taxes, and get AI-powered insights tailored to your full financial picture to make smarter decisions.
Grow & Master
Track portfolio performance, monitor real estate equity, manage rental income, and share your progress with advisors through secure portfolio links.
Go Premium
Unlock the full platform with AI-powered insights and unlimited accounts.
Start with the essentials, no credit card required.
Get Started- Up to 2 linked accounts via Plaid
- Full net worth dashboard & charts
- Cash flow tracking with monthly trends
- Standard investment overview
- 1 active savings goal
- Basic budgeting tools
- Shared portfolios
- Community support
or $79.99/year — save 17%
Unlock the full platform with AI-powered insights and unlimited accounts.
Go Premium- Unlimited linked accounts
- AI Financial Advisor (full access)
- Advanced analytics & custom charts
- Unlimited savings goals
- Custom budget categories
- Bill reminders & smart alerts
- CSV / data export
- Advanced tax estimation & planning
- Real estate AVM & rental tracking
- Ad-free experience
- Priority support