Simple, transparent pricing

One price. Every pillar.

No hidden fees. No per-account charges. No “contact sales.” Cancel anytime.

Free
$0
Free forever
Start free →
  • 1 brokerage account
  • Up to 10 holdings
  • Basic portfolio tracking
  • FIRE calculator (4% rule)
  • Dividend income tracking
  • Monthly income summary
  • AI Coach (5 messages/day)
MOST POPULAR
Solo
$9
/mo, billed annually
Start 14-day free trial →
  • Unlimited brokerage accounts
  • Unlimited holdings
  • Full portfolio tracking with XIRR
  • Options income tracking (CC, CSP)
  • Position Triage + Roll Scout
  • FIRE calculator with 6 SWR strategies
  • Monte Carlo simulations (10,000 runs)
  • Benchmark comparison (SPY, QQQ, IWM)
  • AI Coach
  • CSV import/export
  • Live prices (15-min delayed)
Coming soon
Family
$15
Coming soon
Join waitlist →
  • Everything in Solo, plus:
  • 2 adult accounts (full access each)
  • Up to 3 view-only accounts
  • Household FIRE planning
  • Couples FIRE calculator
  • Shared household dashboard
  • Priority support

Revenue from subscriptions. No ads. No data selling. No sponsored content.

Common questions

Frequently asked

Is there really a free plan?
Yes. Free forever — 1 account, 10 holdings, full FIRE calculator with the standard 4% rule. No credit card required. No time limit.
What does Solo unlock?
Everything. Unlimited accounts and holdings, options tracking with Position Triage and Roll Scout, 6 SWR strategies, Monte Carlo, AI Coach, CSV import, and live prices. 14-day free trial, no credit card required.
What's the Family plan?
Two adults with full access (you and your partner), up to 3 view-only accounts, and a household FIRE calculator. Coming soon — join the waitlist to get early access.
Can I switch plans?
Anytime. Upgrade instantly, downgrade at the end of your billing period. Your data is always yours.
Do you sell my data?
No. Never. Your financial data is encrypted at rest, never shared, never sold, never used to train AI models. Revenue comes from subscriptions only.
What happens if I cancel?
Your data stays for 90 days. You can export everything as CSV anytime — even after canceling. You drop to the Free plan, not the void.

Start with Free. Upgrade when you're ready.

Solo is $11/mo. 14-day free trial. No credit card.

Create free account

Have an alpha code? Enter it during signup for 3 months free.