🎉 OPEN BETA PHASE

Streamline your asset management.

Track all sorts of assets

stocks
crypto
real estate
savings
esop
& more...
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Elevate your financial future.
You can easily track and manage all of your financial assets in one place.
Unlock your full financial potential
User friendly and intuitive dashboards.
Net Worth
$305,840.23
71.97%
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Stocks & Crypto.
Track your stocks and crypto holdings.
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Real Estate
Monitor changes in property values and assess. Track rent, expenses, loan payments, insurance, property taxes, etc.
No Ads. No Tracking. Privacy.

Read our vision on privacy and how to keep you account safe.

Pricing
One price for everything, empowering you to get a clear vision into your potential

$5

/per month

Ledger System
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Expense Tracking
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ESOP Image
Equity
Advisors & Family Offices.
Provide your clients with a user-friendly platform that enables them to manage their assets.
Multi Currency
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Income Tracking
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Mobile
On The Go
Never skip a beat with our mobile app.
* iOS coming Q2 2024
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Pricing
Join the revolution of awareness and unlock your full financial potential.
Advisor
Everything in Standard
$49
/per month
Billed annually @ $588 per year
Empower your clients with data
Unlimited Assets
Includes 5 Portfolio
4GB File Storage
Full Access Management
CSV Data Export
Additional Portfolios @ $49 per year
Sign Up
Standard
One Price For Everything
$5
/per month
Billed annually @ $60 per year
Unlock your full financial potential
Unlimited Assets
1 Portfolio
0.5GB File Storage
Reporting
Inactivity Manager
Sign Up
Once
Pay once, Access forever.
$120
once
No renewals. No subscriptions.
Standard Plan, Forever.
Limited to 120 customers
Ends June 2024
113 / 120 Remaining
Sign Up

Make Your Financial Move

*ditch the spreadsheets