Premium Plan

Premium Plan
Unlock the full power of your financial dashboard with advanced analytics, deeper insights, and smarter tools to grow your wealth.

• Direct Account Linking: Connect your bank, brokerage, and other accounts for accurate, real-time financial tracking without manual entry.

• Full Asset Analytics: Detailed performance metrics, gain/loss breakdowns, and historical tracking for all holdings.

• Advanced Equity Research: Access comprehensive stock data, historical trends, and custom valuation tools.

• Automated Portfolio Tracking: Real-time price updates and automatic value recalculations across all asset classes.

• Property & Vehicle Loan Insights: Full amortization schedules, equity growth tracking, and payment projections.

• Investment Optimization: Portfolio allocation breakdowns, risk analysis, and top asset/category insights.

• Expanded Data History: Save and review past portfolio snapshots to measure progress over time.

Designed for serious investors and wealth builders who want to manage, analyze, and optimize their entire financial picture in one place.