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Everything to manage your wealth in one place

From statement import to tax season. No spreadsheets, no months of manual work.

Import from your bank and broker

Upload a statement (CSV or XLSX) and the app detects the format, currencies and duplicates across imports on its own. No manual retyping.

Portfolio overview

Portfolio value, allocation by sector and country, and a dividend overview. Prices update automatically.

Portfolio performance

See how your portfolio is really doing - how much it has earned and how it grows over time. No formulas, no manual math.

All your wealth in one place

Investments, accounts, real estate, mortgages, pension and crypto together. See what you're really worth.

Real estate and mortgages

Property value, mortgage, rent and running costs. Find out whether the place pays for itself and when rent covers the mortgage.

Monthly spending

Upload a bank statement and your spending sorts itself. See where the money goes and how much of your income you set aside.

Dates and reminders

Mortgage rate resets, contract renewals or even your car inspection. We remind you in time so nothing slips through.

Export for your accountant

A ready-made CSV of trades and dividends, prepared for your tax return. Just send the file to your accountant.

Your data is safe

Two-factor login, automatic sign-out and verification for sensitive actions. Your data, kept separate and yours alone.

Calculators

FIRE, dividends, investment growth, DCA, mortgage and more - run your scenarios all in one place.

Financial plan

See how much you'll save in one, three or five years if you invest regularly. Watch where your wealth is headed.

Multiple portfolios and family

Keep individual portfolios separate, or view your whole family's finances together in one place.

Get your whole portfolio in one view

The basic plan is free. Add the more advanced features when you actually need them.