Pricing Plans

Pricing

Choose Your Wealth Journey

Start for free, upgrade as you grow. Transparent pricing, no hidden fees.

MonthlyYearly (Save ~20%)

Free

Essential tools for personal finance tracking.

$0/mo

3 Asset types (Stocks, ETFs, Crypto)
15 Assets maximum
3 Accounts maximum
Basic Net Worth Tracking
Standard Charts

No credit card required

Detailed Feature Comparison

Everything you need to know about our plans.

Feature	Free	Pro	Premium
Asset Tracking
Maximum Assets	15 Assets	Unlimited	Unlimited
Maximum Accounts	3 Accounts	Unlimited	Unlimited
Supported Asset Types	Stocks, ETFs, Crypto	All 21 Types (Real Estate, etc.)	All 21 Types (Real Estate, etc.)
Asset Data Depth	Basic (Value & Quantity)	Advanced	Advanced
Real Estate & Vehicles
Multi-Currency Support	150+ Currencies	150+ Currencies	150+ Currencies
Portfolio Analytics
Performance Charts	Standard	Advanced (Multiple Timeframes)	Advanced (Multiple Timeframes)
Asset Allocation	Basic Pie Chart	Detailed Treemap & Sector Analysis	Detailed Treemap & Sector Analysis
Benchmark Comparison		S&P 500 (SPY)	Custom (Any Asset)
Automated Fee Audit
Geography Breakdown
Drift Detection		Standard (>5%) (Roadmap)	Custom Thresholds (Roadmap)
Sector Concentration
Income & Dividends
Dividend Tracking	Top 3 Holdings Only	Unlimited	Unlimited
Projected Annual Income	Basic Estimate	Detailed Calendar	Detailed Calendar
Rental Property Income
Net Cash Flow Analysis
Liabilities & Debt
Liability Tracking		Unlimited	Unlimited
Mortgage Amortization		(Roadmap)	(Roadmap)
Debt Payoff Planner		Basic (Roadmap)	Advanced Strategy (Roadmap)
Budgeting
Expense Categories		Unlimited Custom	Unlimited Custom
Sankey Visualizations
Savings Rate Tracking
Budget vs. Actual
Goals & Gamification
Goal Tracking	Basic (1 Goal)	Unlimited (Roadmap)	Unlimited (Roadmap)
Progress Milestones		(Roadmap)	(Roadmap)
Achievement Badges		(Roadmap)	(Roadmap)
Planning & Reports
Retirement Calculator	Basic	Advanced	Advanced
Export Data		CSV & PDF	CSV & PDF
Email Reports		Weekly & Monthly (Roadmap)	Weekly & Monthly (Roadmap)
AI Insights
AI Personal Financial Assistant
Portfolio Optimization			Roadmap)
Sentiment Analysis
Diversification Score			Roadmap)
Fee Optimization		Automated Audit	AI-Powered Optimization
Tax-Loss Harvesting			Roadmap)
AI-Powered Insights
Equity Research
Insider Trading Data
Politician Trading Data
Stock News & Sentiment
Earnings Calendar
Stock Splits History
Support & Integrations
Price Updates	End-of-Day	Delayed (15m)	Delayed (15m)
API Access		EODHD)	EODHD)
Broker Integration			Roadmap)
Customer Support	Standard Email	Priority Email	Priority 24/7
Education Library		Coming Soon	Coming Soon

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Feature	Free	Pro	Premium
Asset Tracking
Maximum Assets	15 Assets	Unlimited	Unlimited
Maximum Accounts	3 Accounts	Unlimited	Unlimited
Supported Asset Types	Stocks, ETFs, Crypto	All 21 Types (Real Estate, etc.)	All 21 Types (Real Estate, etc.)
Asset Data Depth	Basic (Value & Quantity)	Advanced	Advanced
Real Estate & Vehicles
Multi-Currency Support	150+ Currencies	150+ Currencies	150+ Currencies
Portfolio Analytics
Performance Charts	Standard	Advanced (Multiple Timeframes)	Advanced (Multiple Timeframes)
Asset Allocation	Basic Pie Chart	Detailed Treemap & Sector Analysis	Detailed Treemap & Sector Analysis
Benchmark Comparison		S&P 500 (SPY)	Custom (Any Asset)
Automated Fee Audit
Geography Breakdown
Drift Detection		Standard (>5%) (Roadmap)	Custom Thresholds (Roadmap)
Sector Concentration
Income & Dividends
Dividend Tracking	Top 3 Holdings Only	Unlimited	Unlimited
Projected Annual Income	Basic Estimate	Detailed Calendar	Detailed Calendar
Rental Property Income
Net Cash Flow Analysis
Liabilities & Debt
Liability Tracking		Unlimited	Unlimited
Mortgage Amortization		(Roadmap)	(Roadmap)
Debt Payoff Planner		Basic (Roadmap)	Advanced Strategy (Roadmap)
Budgeting
Expense Categories		Unlimited Custom	Unlimited Custom
Sankey Visualizations
Savings Rate Tracking
Budget vs. Actual
Goals & Gamification
Goal Tracking	Basic (1 Goal)	Unlimited (Roadmap)	Unlimited (Roadmap)
Progress Milestones		(Roadmap)	(Roadmap)
Achievement Badges		(Roadmap)	(Roadmap)
Planning & Reports
Retirement Calculator	Basic	Advanced	Advanced
Export Data		CSV & PDF	CSV & PDF
Email Reports		Weekly & Monthly (Roadmap)	Weekly & Monthly (Roadmap)
AI Insights
AI Personal Financial Assistant
Portfolio Optimization			Roadmap)
Sentiment Analysis
Diversification Score			Roadmap)
Fee Optimization		Automated Audit	AI-Powered Optimization
Tax-Loss Harvesting			Roadmap)
AI-Powered Insights
Equity Research
Insider Trading Data
Politician Trading Data
Stock News & Sentiment
Earnings Calendar
Stock Splits History
Support & Integrations
Price Updates	End-of-Day	Delayed (15m)	Delayed (15m)
API Access		EODHD)	EODHD)
Broker Integration			Roadmap)
Customer Support	Standard Email	Priority Email	Priority 24/7
Education Library		Coming Soon	Coming Soon

Feature

Free

Pro

Premium

Asset Tracking

Maximum Assets

15 Assets

Unlimited

Maximum Accounts

3 Accounts

Unlimited

Supported Asset Types

Stocks, ETFs, Crypto

All 21 Types (Real Estate, etc.)

Asset Data Depth

Basic (Value & Quantity)

Advanced

Real Estate & Vehicles

Multi-Currency Support

150+ Currencies

Portfolio Analytics

Performance Charts

Standard

Advanced (Multiple Timeframes)

Asset Allocation

Basic Pie Chart

Detailed Treemap & Sector Analysis

Benchmark Comparison

S&P 500 (SPY)

Custom (Any Asset)

Automated Fee Audit

Geography Breakdown

Drift Detection

Standard (>5%) (Roadmap)

Custom Thresholds (Roadmap)

Sector Concentration

Income & Dividends

Dividend Tracking

Top 3 Holdings Only

Unlimited

Projected Annual Income

Basic Estimate

Detailed Calendar

Rental Property Income

Net Cash Flow Analysis

Liabilities & Debt

Liability Tracking

Unlimited

Mortgage Amortization

(Roadmap)

Debt Payoff Planner

Basic (Roadmap)

Advanced Strategy (Roadmap)

Budgeting

Expense Categories

Unlimited Custom

Sankey Visualizations

Savings Rate Tracking

Budget vs. Actual

Goals & Gamification

Goal Tracking

Basic (1 Goal)

Unlimited (Roadmap)

Progress Milestones

(Roadmap)

Achievement Badges

(Roadmap)

Planning & Reports

Retirement Calculator

Basic

Advanced

Export Data

CSV & PDF

Email Reports

Weekly & Monthly (Roadmap)

AI Insights

AI Personal Financial Assistant

Portfolio Optimization

Roadmap)

Sentiment Analysis

Diversification Score

Roadmap)

Fee Optimization

Automated Audit

AI-Powered Optimization

Tax-Loss Harvesting

Roadmap)

AI-Powered Insights

Equity Research

Insider Trading Data

Politician Trading Data

Stock News & Sentiment

Earnings Calendar

Stock Splits History

Support & Integrations

Price Updates

End-of-Day

Delayed (15m)

API Access

EODHD)

Broker Integration

Roadmap)

Customer Support

Standard Email

Priority Email

Priority 24/7

Education Library

Coming Soon

Choose Your Wealth Journey

Detailed Feature Comparison

Ready to Take Control of Your Wealth?

Master Your Wealth with Intelligent Tracking

Pricing Plans

Choose Your Wealth Journey

Detailed Feature Comparison

Ready to Take Control of Your Wealth?