Free Plan

This plan is of no cost!

Free Plan
Get started with essential tools to track and grow your wealth — no cost, no commitment.

  • Portfolio Overview: View your net worth across real estate, vehicles, investments, and more.

  • Basic Asset Tracking: Add and manage properties, vehicles, and brokerage holdings.

  • Price Updates: Get up-to-date prices for stocks in your portfolio.

  • Search & Research: Look up securities and view key details like price, market cap, and sector.

  • Simple Analytics: See basic gain/loss calculations and category breakdowns.

Perfect for individuals who want to organize their finances and start building insights without upgrading yet.

Paid Plans

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