Choose the level of monitoring and analytical depth that suits you. All prices are in USD.
For a clear starting view of your personal finances.
For active investors who want more context and analytical depth.
For a broader financial life with more assets and moving parts.
Monthly subscriptions renew until cancelled. Cancellation stops the next renewal while access continues through your paid period. Prices include applicable taxes.
Explore the foundation, then choose the paid plan that fits your needs.
Find the perspective that fits your needs, from a clear foundation to a broader view of complex personal wealth.
| Plan focus | Basic | Pro | Wealth+ |
|---|---|---|---|
| Monthly price | $32 | $79 | $132 |
| Primary purpose | Core organisation | Deeper analytics | Complex personal wealth |
| Starting point | A clearer foundation | Active investment context | The broadest package |
| Data approach | Manual and supported imports | Manual and supported imports | Manual and supported imports |
| Trading or payments | Not included | Not included | Not included |
Begin with a 14 day Basic trial. Review your paid plan, renewal terms and next step before making a payment commitment.
Wealth+ is available at $132 per month in USD, billed monthly.
Cancellation stops the next renewal. Access continues through the paid period, subject to the applicable subscription terms.
Wealth+ is offered at $132 billed monthly. An annual Wealth+ option is not offered on this page.
Automatic bank and brokerage synchronisation is not promised by the plan copy. Use the supported workflows described in Data & Imports.
Payments are generally non refundable except where applicable law requires otherwise. Exceptional refunds may be considered at company discretion. Please review the Terms before purchasing.
Start with Basic or select the paid plan that fits your financial picture.
Adjust reading, contrast, motion and keyboard visibility without changing your financial data.