Pricing·7-day free trial·No card to start

Simple, transparent pricing.

Track everything, pay for what moves the needle. Start free, upgrade when you're ready, cancel in one click, anytime.

2 months free vs monthly
Free
For getting started
$0/forever
No card required
Get Started Free
or try the live demo · no signup
  • Includes
  • Basic portfolio tracking
  • Weekly portfolio snapshots
  • All financial calculators
  • 30-day snapshot history
  • Basic insights and tips
  • Basic expense tracking
  • Suggest new features
  • Target allocation & drift alerts
Most Popular
Premium
For serious investors
$60/yr
$5/mo, billed annually · 2 months free
7-day free trial, cancel anytime
  • Everything in Free, plus
  • Daily portfolio snapshots
  • Historical snapshot backfill
  • Unlimited snapshot refresh
  • Full historical data (all time)
  • Paycheck Advisor
  • ETF Overlap Analysis
  • Dividend Analysis
  • Recurring expenses & budgets
  • AI Portfolio Advisor (powered by Claude)
  • Equities Screener (US stocks)
  • Watchlist price alerts
  • Rebalancing suggestions & contribution routing
  • Benchmark comparison vs S&P 500 & MSCI World with time-weighted returns
Lifetime
Pay once, own forever
$249one-time
One payment, no renewals
  • Everything in Premium, plus
  • All Premium features forever
  • No recurring payments
  • All future updates included
  • Support indie development
30-day money-back guarantee Cancel anytime, one click Secure checkout via Stripe
Missing something? Suggest a feature and we'll ship the most-requested ones first.

Compare plans

FeatureFree$0Premium$60/yrLifetime$249 once
Portfolio Tracking
Financial Calculators
Snapshot FrequencyWeeklyDailyDaily
Manual Snapshot Refresh1×/dayUnlimitedUnlimited
History View30 daysAll timeAll time
Historical Backfill
Paycheck Advisor
ETF Overlap Analysis
Dividend Analysis
Equities ScreenerTop 2UnlimitedUnlimited
Watchlist price alerts
Allocation drift alerts
Rebalancing suggestions
Frequently asked
Start with 7 days of Premium features completely free. If you don't cancel before the trial ends, you'll be charged for your selected plan.
Yes! You can cancel your subscription at any time. You'll continue to have access until the end of your billing period.
We offer a 30-day money-back guarantee on all plans. If you're not satisfied, contact us for a full refund.
Yes! Pay once and you'll have Premium access for as long as the service exists, including all future updates.
We accept all major credit cards through Stripe, our secure payment processor.
Absolutely. All payments are processed by Stripe, a trusted and PCI-compliant payment provider. We never see or store your payment details.
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