Pricing
Plans, before you create an account.
Start free, no card. Try every level today; paid plans open later.
Levels
Free
Dashboard level: Free
Core net-worth tracking: accounts, holdings, property and goals in one view.
$0
USD per month
no card needed
- Net worth, allocation and history
- All holdings in one table
- Real estate
- Brokerage and statement import
- Bank accounts
- Goals and emergency fund
Plus
Dashboard level: Plus
Structured tracking across accounts and property, with loans, income and family sharing.
$10
USD per month
billed yearly
Everything in Free, plus
- REIT
- Loans
- Cash-flow page
- Income calendar
- Art and collectibles
- Family views and sharing
- Analyses and wealth statement
Pro
Dashboard level: Pro
For companies, private equity and a currency view across the whole portfolio.
$20
USD per month
billed yearly
Everything in Plus, plus
- Companies and entity look-through
- Private equity
- Startups and club positions
- US 401(k) plans
- Planning
- Currency exposure bar
- Exports
Expert
Dashboard level: Expert
The analyst layer: raw data, valuations, tax, return comparison and service charges.
$30
USD per month
billed yearly
Everything in Pro, plus
- Service charges
- Comparison of returns
- News feed
- World map of your assets
- Brokerage expert tools
- Expert panels: raw data, valuations, tax, currency heat map
Planned for Expert: dividends and corporate actions, proposed for you to confirm.
Family office
For families and family offices with many entities and advisors. Talk to us about what you need.
Custom
Talk to us
- Everything in Expert
- Entities, trusts and companies as one tree
- Read-only access for your advisors, verified and invited by you
- Setup service available, priced separately
Planned for Family office: your own database server, legacy access, keys only you hold.
Which plan is right for me?
Portfolio complexity and asset classes
Cash, shares and one property fit Free. Loans, an income calendar, art and analyses come with Plus; private equity and companies with Pro.
Currencies and ownership structures
Each asset keeps its own currency, across 48 currencies, and totals show in the one you choose. Holding companies and trusts are shown as one tree from Pro.
Reports and returns
Each change in value is split into what the asset did and what the exchange rate did. Plus adds an income calendar that looks ahead. Expert adds raw data, valuations, tax and a comparison of returns.
Family and advisor sharing
Household views and read-only sharing start at Plus. A co-owned asset changes only when the other owners approve, and advisors are verified and invited by you.
What each level shows
Compare plans
| Capability | Free | Plus | Pro | Expert |
|---|---|---|---|---|
| Core portfolio and currencies | ||||
| Net worth, allocation and history | Shown | Shown | Shown | Shown |
| All holdings in one table | Shown | Shown | Shown | Shown |
| Brokerage and statement import | Shown | Shown | Shown | Shown |
| Goals and emergency fund | Shown | Shown | Shown | Shown |
| Art and collectibles | Not shown | Shown | Shown | Shown |
| Currency exposure bar | Not shown | Not shown | Shown | Shown |
| World map of your assets | Not shown | Not shown | Not shown | Shown |
| Real estate, loans and private markets | ||||
| Real estate | Shown | Shown | Shown | Shown |
| Loans | Not shown | Shown | Shown | Shown |
| REIT | Not shown | Shown | Shown | Shown |
| Private equity | Not shown | Not shown | Shown | Shown |
| Startups and club positions | Not shown | Not shown | Shown | Shown |
| US 401(k) plans | Not shown | Not shown | Shown | Shown |
| Planning | Not shown | Not shown | Shown | Shown |
| Banking and statement imports | ||||
| Bank accounts | Shown | Shown | Shown | Shown |
| CSV and statement upload | Not shown | Shown | Shown | Shown |
| Data-quality checks | Not shown | Shown | Shown | Shown |
| Analytics, cash flow and reports | ||||
| Income calendar | Not shown | Shown | Shown | Shown |
| Analyses and wealth statement | Not shown | Shown | Shown | Shown |
| Cash-flow page | Not shown | Shown | Shown | Shown |
| Exports | Not shown | Not shown | Shown | Shown |
| Comparison of returns | Not shown | Not shown | Not shown | Shown |
| Service charges | Not shown | Not shown | Not shown | Shown |
| Brokerage expert tools | Not shown | Not shown | Not shown | Shown |
| Expert panels: raw data, valuations, tax, currency heat map | Not shown | Not shown | Not shown | Shown |
| News feed | Not shown | Not shown | Not shown | Shown |
| Family, entities and security | ||||
| Family views and sharing | Not shown | Shown | Shown | Shown |
| Companies and entity look-through | Not shown | Not shown | Shown | Shown |
| Document vault | Not shown | Not shown | Shown | Shown |
| Security settings and advisor access | Shown | Shown | Shown | Shown |
Setup service
An add-on for the Expert and Family office levels: ask us to help you enter your accounts and assets. You send a request; nothing is charged until we agree it with you.
Price: on request, confirmed before you pay
Request the setup serviceQuestions
Billing and plans
- Is there a free plan?
- Yes. Free covers accounts, holdings, property and goals, with no card.
- Do I need a card to try it?
- No. A 14-day trial with no card is planned for when plans open.
- Why are prices shown per month if I pay yearly?
- Each price is the monthly equivalent of a plan billed once a year. Paid plans open later; today nobody is charged.
- Can I take my data with me?
- Yes: download everything in one file, or delete your account.
Specific use cases
- I only have cash, some shares and one property. Which plan?
- Free. Bank accounts, brokerage holdings, real estate and goals are all in the first level.
- I hold assets in EUR, USD and GBP. Do I need a higher plan?
- No. Every plan keeps each asset in its own currency and shows totals in the one you choose. The currency exposure bar is a Pro feature.
- Can I co-own assets with my spouse or partners?
- Yes. Family sharing starts at Plus, and a change to a co-owned asset waits until the other owners approve it.
- Can an advisor or a family office use it?
- Yes: advisors are verified and invited by you; access is read-only.