Simple, Transparent Pricing
Start free, upgrade when you're ready for your complete financial picture
Free
$0
Forever
Most Popular
Basic
$5
per month
Coming Soon
Pro
$15
per month
Everything in Basic, plus:
Unlimited Plaid connections
Irregular contributions modeling
Individual stock positions
Advanced KPIs (NPV, IRR, Alpha)
Historical data analysis
Frequently Asked Questions
How does the free trial work?
Start with a 14-day free trial of Basic or Pro. No credit card required upfront. Cancel anytime during the trial and you won't be charged.
Is my data secure?
Yes! All financial data is encrypted client-side before transmission. We use zero-knowledge encryption, meaning your sensitive information never leaves your device unencrypted.
Can I cancel anytime?
Absolutely. All plans are month-to-month with no long-term commitment. Cancel from your account settings at any time.
What's the difference between statement uploads and Plaid?
Statement uploads let you manually upload PDFs or images of your financial statements. Plaid automatically syncs data from your bank, investment, and loan accounts. Both store time-series data for accurate growth calculations.