Any Financial Goal
Emergency funds, savings targets, retirement numbers, debt payoff milestones - define what matters and set a target amount and timeline.
Free feature
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.
Your goals
Emergency Fund85%
$8,500 / $10,000
House Down Payment42%
$21,000 / $50,000
Retirement18%
$127,450 / $700,000
What you get
Everything you need to reach your goals
Define what matters, link it to real data, and let progress take care of itself.
Automatic Updates
Goals link to your portfolio accounts. As your values change through contributions and market growth, progress updates automatically.
Visual Progress
Clear progress bars and milestone markers for each goal. Know at a glance how close you are and how far is left.
Multiple Goals
Track several goals at once. Save for an emergency fund while working toward retirement - each tracks independently.
Linked to Real Data
Goals connect to your actual portfolio accounts and positions. No manual updates - your real wealth drives your 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 it works
From dream to milestone, in four steps
Set the target once; your portfolio does the rest.
1
Define your goal
Choose a name, target amount and optional deadline. Whether it is $10,000 for an emergency fund or $1M for retirement.
2
Link accounts
Connect one or more portfolio accounts to each goal. The total value of linked accounts drives your progress.
3
Watch progress
As you contribute, invest and grow your assets, your goal progress bar fills automatically.
4
Reach milestones
Celebrate hitting milestones along the way. Adjust goals as your financial situation evolves.
Who it's for
A goal for every chapter
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.
Why not a spreadsheet?
Goal tracker vs a savings spreadsheet
A savings tracker spreadsheet works, until life gets busy. Here is the difference.
The spreadsheet
Progress is whatever you last typed in, so the tracker is only as current as your discipline. Every account balance is copied over by hand, milestones are a formatting exercise, and abandoned tabs outnumber finished goals.
The goal tracker
Goals link to your real accounts, so progress moves when your money moves: contributions, market growth, debt paydown. Milestones tick off as you pass them, and the timeline shows honestly whether you are on pace.
Better together
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.
Frequently 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?+
Six types: savings targets, net worth goals, debt freedom, retirement, investment targets and fully custom goals. Each can track progress from your actual account values or from amounts you update manually.
How does goal tracking work?+
Goals are linked to your portfolio accounts - a specific account, all accounts of a type, or your whole portfolio. As your account values change through contributions, market growth or debt reduction, your goal progress updates automatically. Prefer to keep a goal separate? Track it with manual updates instead.
Can I track paying off debt as a goal?+
Yes. Debt freedom is its own goal type: it remembers your starting balance and measures how much you have paid down, so the progress bar fills as the debt shrinks rather than as savings grow.
How are goal projections calculated?+
Deliberately simply: from your monthly contribution, projected forward in a straight line to show when you would reach the target. No assumed market returns are baked in, so the projection never flatters you - if your portfolio grows faster, you arrive early.
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 other people see my goals?+
No. Goals are private to your account and protected by row-level security in the database, the same as your portfolio data. Signup needs only an email and a password, and you can delete your account and data at any time.
Can I set milestones within a goal?+
Yes. Add amount checkpoints and checklist tasks to any goal, or use the automatic 25/50/75/100% milestones. Each one is marked as you pass it, which keeps long goals motivating.
Can I change my goals later?+
Yes. You can update your target amount, deadline, milestones 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
Goal figures shown are illustrative. Goal planning is a free feature; progress reflects the accounts you link. Nothing here is financial advice.