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Streamline wealth. Optimize every dollar.
Connect 11,000+ brokerages
Link Fidelity, Schwab, Vanguard, Robinhood, Ally, Wealthfront, Coinbase, and more— connections are encrypted, so no one has your login information.
Goal-based allocation
Map each investment to a real goal (kid’s college, new home, “Retire in Bali”).
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Custom allocations, per goal
Set your own allocation rules for each goal—from simple Boglehead blends to high dimension factor tilts.
Deep optimization, shallow complexity
Asset location, tax awareness, auto-rebalance, cash management—and clear “what to do next” instructions.
Alerts, not anxiety
We ping you when anything’s off, help you rebalance, and explain exactly how action to take.
Flat, fair pricing
$5/month or $50/year, free trial, no credit card needed. No upsells. No advisor commissions. We never sell your data.
Security that you can believe in
Spreadsheets
can rest in peace
You can forget about old technologies, spreadsheets and manual calculations. It takes a lot of time and affects your profit. We are a new stage of development, it is simple and effective!
True “goal” zoom—not just everything in a pile.
Per-goal asset allocation, tax optimization, and actionable rebalancing—across all accounts in one view.
Control and customization, not a black box.
You keep your advisors, if you want
We'll never pitch you to use our advisors, because we have none
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Frequently asked questions
Pro tools.
DIY power.
Anywhere. Anytime.
Stay hands-off, but in control—powerful investing, no spreadsheet headaches.