Your investments in one place

From checking accounts to savings, stocks, credit cards, and more, personal finances can be tricky. Our mission is to make it simple to manage everything from one place.

Your finances anywhere

We're dedicated into making investment approach truly mobile. No matter where you are, or what device you're using, we guarantee that we will give you a snapshot into your financial health anytime, anywhere.

Easily track expense data

We're all about categorizing your financial data into meaningful and easily comprehensible charts and tables. We won't leave you guessing.

What do they say?

I've used all of the personal finance apps on the market, and found that most have a hard time syncing my various investment accounts and portfolios in real-time, leaving me guessing sometimes for days. This was a pleasant surprise! The team has really worked hard to ensure instant syncronization with most of the mainstream portfolios. Impressed!

- A Jenkins

I rely on my budgeting spreadsheet since it helps me organize my spending data into meaningful charts and tables. That's why I've been comprehensive about switching to a personal finance app, as I found that the data presentation was usually lacking at best. Lo and behold, this was the only platform that made the cut!

- Danny V

15+

Organization members

14+

Supported payment methods

Happy investors worldwide

230k

What are you waiting for?

There's no better time to take control of your finances. With our powerful categorization and visualization tools you'll actually stick to your goals.