Financial clarity at your fingertips
Your portfolio management and budgeting solution.
Invest wisely, save more. Bring your own keys, own your data.
Everything you need
No more manual spreadsheets
Connect your own APIs, own your own data, and get instant insights into your financial health without paying monthly fees.
Juggling spreadsheets for your investments? Create a custom target portfolio and unlock automated analytics powered by real-time data.
Understand where your money is going and how much you're really saving. One dashboard brings every detail into focus.
Forgotten subscriptions burning a hole in your pocket? Uncover hidden savings and track monthly outflows instantly.
As a financial advisor for over a decade, I've seen a number of personal finance management tools that promise to simplify the process - but this one is the best I've used. I love that it handles both budgeting and portfolio management - helping me save more, and then tracking the growth of those invested savings. Plus it's already paid for itself thanks to the subscription tracker, I was able to catch a duplicate subscription and a few forgotten ones. It feels good knowing where my hard earned $$ is going!
Unlock your finances
Gain deeper insights into your finances that will help power your decisions. Free forever.
