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Guided beta · Limited seats

Clear plans, without confusing tiers.

Start free. Upgrade when you need more accounts, imports, or goals. Export and backup are always treated as data portability.

Free

$0

Start with no commitment

  • Up to 2 accounts
  • 1 active goal
  • Unlimited manual entries
  • Consolidated dashboard
  • Data export and backup
  • CSV and OFX import
  • Multiple simultaneous goals
  • Investment monitoring
Create free account

Most popular

Starter

Custom

Defined during guided onboarding

  • Up to 10 accounts
  • Up to 10 active goals
  • Unlimited manual entries
  • Consolidated dashboard
  • Data export and backup
  • CSV and OFX import
  • Direct support for 14 days
  • Investment monitoring
Choose Starter

Pro

Custom

For intensive and priority use

  • Unlimited accounts
  • Unlimited goals
  • Unlimited manual entries
  • Consolidated dashboard
  • Data export and backup
  • CSV and OFX import
  • Priority support
  • Investment monitoring soon
Talk about Pro

Downgrade never deletes your data. Creating new items may be limited until the plan fits usage.

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The Financial Architect. Precision AI tools for modern asset management.

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