Free to see clearly Paid to plan ahead

Track and understand your wealth for free. Upgrade for goal planning, AI-guided advice, and Family Collaboration Space.

Free

Track and understand

$0
  • Up to 100 asset records
  • Up to 100 recurring records
  • 1 goal and action tracking
  • 3 AI Agent runs per month
  • Community support / basic email support
Start free

Plus

Plan ahead with AI

$9 /mo

$90/yr

  • Unlimited asset records
  • Unlimited recurring records
  • Unlimited goals and action tracking
  • Higher AI Agent run quota
  • Extended memory and 1 GB storage
  • Data export (CSV / JSON)
  • 7×8 email support
Upgrade to Plus

Pro

Collaborate and go further

$19 /mo

$190/yr

  • Unlimited asset records
  • Unlimited recurring records
  • Unlimited goals, action tracking, and reminders
  • 5× Plus AI Agent quota
  • Maximum memory and 10 GB storage
  • Data export (CSV / JSON)
  • Family collaboration workspace
  • Custom AI providers
  • 24/7 priority support / dedicated support
Upgrade to Pro