Simple Pricing

One tool. Three tiers.

Start free. Upgrade when you're ready. No hidden fees.

Free
$0
For individuals getting started with wealth tracking.
  • ✓ Up to 5 assets
  • ✓ Net worth dashboard
  • ✓ Manual price entry
  • ✓ 5 asset classes supported
  • ✓ 20 AI messages / day
  • ✓ Works on all devices
Get Started Free
Most Popular
Pro
$49 / month
For serious investors who want full visibility and AI insights.
  • ✓ Unlimited assets
  • ✓ Live stock & crypto prices
  • ✓ AI portfolio intelligence
  • ✓ Unlimited AI messages
  • ✓ Net worth history chart
  • ✓ Risk scoring & alerts
  • ✓ Goal tracking
  • ✓ Cloud sync across devices
  • ✓ Quarterly reports
Upgrade to Pro
Private
$99 / month
For high-net-worth individuals and families requiring full control.
  • ✓ Everything in Pro
  • ✓ Advisor sharing (read-only)
  • ✓ PDF wealth reports
  • ✓ Priority AI responses
  • ✓ Early access to new features
  • ✓ Priority email support
Get Private

Frequently asked

Can I cancel at any time?
Yes. Cancel from your account settings at any time. No cancellation fees.
Is my financial data private?
Yes. All data is encrypted and isolated per user using Row Level Security. We never sell or share your data. See our Privacy Policy.
Do I need a credit card for the free plan?
No. The free plan requires no payment details.
What payment methods do you accept?
We accept all major credit and debit cards. Payments are processed securely via Stripe.
What is your refund policy?
We offer a 7-day refund for new subscribers. See our Refund Policy for full details.