Turn Financial Dreams Into Trackable Goals
Set savings targets, retirement milestones, or any financial goal — then watch your progress update automatically as your portfolio grows. Know exactly where you stand.
Everything You Need to Reach Your Goals
Any Financial Goal
Emergency funds, savings targets, retirement numbers, debt payoff milestones — define what matters to you and set a target amount and timeline.
Automatic Updates
Goals link to your portfolio accounts. As your account values change through contributions and market growth, your progress updates automatically.
Visual Progress
Clear progress bars and milestone markers for each goal. Know at a glance how close you are and how much further you need to go.
Multiple Goals
Track several goals simultaneously. Save for an emergency fund while working toward retirement — each goal tracks independently.
Linked to Real Data
Goals connect to your actual portfolio accounts and positions. No manual updates needed — your real wealth drives your goal progress.
Target Dates
Set deadlines for your goals and see whether you are on track. Adjust your savings strategy based on real progress data.
How Goal Planning Works
Define Your Goal
Choose a name, target amount, and optional deadline. Whether it's $10,000 for an emergency fund or $1M for retirement.
Link Accounts
Connect one or more portfolio accounts to each goal. The total value of linked accounts drives your progress.
Watch Progress
As you contribute, invest, and your assets grow, your goal progress bar fills automatically.
Reach Milestones
Celebrate hitting milestones along the way. Adjust goals as your financial situation evolves.
Perfect For
Emergency Funds
Track your progress toward 3-6 months of expenses. See exactly how close you are to financial security.
Big Purchases
Saving for a house, car, or wedding? Set a target and deadline, then track your savings growth over time.
Retirement Planning
Set your FIRE number or traditional retirement target. Watch your investments compound toward your goal.
Education Savings
Track college funds or education savings with a clear target. Know if you are on pace for future tuition costs.
Combine Goals with Portfolio Tracking
Goal planning works best when paired with portfolio tracking. Track your real account values and see your goals update automatically as your wealth grows.
Learn About Portfolio TrackingFrequently Asked Questions
Is goal planning free?
Yes. Goal planning is a free feature available to all registered users. Set financial goals, track your progress, and visualize your path to success at no cost.
What kinds of goals can I set?
You can set any financial goal — emergency fund targets, savings milestones, retirement numbers, debt payoff goals, or custom targets. Each goal tracks your progress based on your actual account values.
How does goal tracking work?
Goals are linked to your portfolio accounts. As your account values change through contributions, market growth, or debt reduction, your goal progress updates automatically.
Can I have multiple goals at once?
Yes. You can track multiple financial goals simultaneously. Whether you are saving for an emergency fund while also working toward retirement, each goal tracks independently.
Do I need Premium for goal planning?
No. Goal planning is completely free. Premium adds features like daily snapshots, dividend analysis, and ETF overlap detection — but goal planning works fully on the free plan.
Can I change my goals later?
Yes. You can update your target amount, deadline, or linked accounts at any time. Goals are flexible and can evolve as your financial situation changes.
Ready to Set Your First Goal?
Define your financial targets and track your progress — completely free.
Free forever.