Pricing
Simple, transparent pricing. Start tracking your finances today with everything you need to understand your money.
Free
$0
Get started with the basics. Track your accounts and net worth snapshots.
- Up to 5 accounts
- Net worth snapshots
- Manual trade entry
- Basic portfolio view
Pro
Most popular
$5 /month
Everything you need for complete financial tracking and portfolio analytics.
- Unlimited accounts
- Portfolio analytics & benchmarking
- Tax-loss harvesting
- Portfolio health score
- Sector breakdown
- CSV & XLSX trade import
- Watchlist
Market Data & AI
Add-on
$60 /year
Real-time market data and AI-powered document parsing. Requires Pro plan.
- Real-time price data via Alpaca
- Historical pricing & charts
- AI-powered PDF statement import
- AI trade confirmation parsing
- Security metadata lookup
Pricing questions
Is there a free trial?
Yes! The Pro plan comes with a 14-day free trial. No credit card required to get started.
Can I switch between monthly and annual?
Absolutely. You can switch from monthly to annual billing at any time and we'll prorate the difference. Annual billing saves you $10 per year.
What's included in the Market Data & AI add-on?
The add-on includes real-time and historical pricing data from Alpaca Markets, plus AI-powered document import that can read PDFs, bank statements, and trade confirmations to automatically extract your data.
Can I cancel anytime?
Yes. Cancel anytime from your account settings. Your data is always yours — you can export it at any point.
Ready to take control of your finances?
Start with the free plan and upgrade when you're ready. No credit card required.