Imported bank and card statements sorted into your own categories by AI (experimental)
Rebalancing suggestions & contribution routing
Watchlist price alerts
Equities Screener (US stocks)
Paycheck Advisor
Daily portfolio snapshots
Historical snapshot backfill
Unlimited snapshot refresh
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
7-day free trial Cancel anytime, one click Secure checkout via Stripe
Missing something? Suggest a feature and we'll ship the most-requested ones first.
Compare plans
Feature
Free$0
Premium$60/yr
Lifetime$249 once
Retirement plan Available in: Switzerland, Germany, United Kingdom, United States, Spain, France, Portugal, Italy, and Canada
Your plan, Monte Carlo headline
Saved plan, Monte Carlo depth, scenarios, history, export
Saved plan, Monte Carlo depth, scenarios, history, export
Portfolio Tracking
Financial Calculators
History View
30 days
All time
All time
ETF Overlap Analysis
Sector & geography breakdown
Benchmark comparison (S&P 500, MSCI World)
Dividend Analysis
Fee Impact analysis
TER summary
AI portfolio review
Paycheck Advisor
Income & expense tracking
Cashflow analysis
Month summary, 3 months of history
Budgets & recurring entries
Shared household accounts
Expense categories
Defaults + 10 own
Unlimited
Unlimited
Categories for imported expenses The AI sorting is experimental
From your past expenses
Past expenses + AI
Past expenses + AI
Equities Screener
Top 2
Unlimited
Unlimited
Watchlist price alerts
Allocation drift alerts
Rebalancing suggestions
Data export (CSV)
Snapshot Frequency
Weekly
Daily
Daily
Manual Snapshot Refresh
1×/day
Unlimited
Unlimited
Historical Backfill
Frequently asked
Premium starts with a 7-day free trial. Checkout asks for a card, but nothing is charged during the 7 days. Cancel in one click before the trial ends and you pay nothing; otherwise your plan starts on day 8. The tracker itself stays free either way.
Yes! You can cancel your subscription at any time. You'll continue to have access until the end of your billing period.
No. Payments are not refundable. You can cancel at any time and keep Premium until the end of the period you paid for, and new subscribers can try every Premium feature free for 7 days before paying.
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.
Secure payments powered by Stripe · PCI-compliant · We never store your card details