Privacy-First Approach
Your data never leaves your device. As an open-source project, we prioritize security and transparency.
Simple and Beautifully Crafted
Powerful features wrapped in an elegant, easy-to-use interface. Simplicity meets sophistication.
No Hidden Costs
Free to use with optional one-time payment. No subscriptions or recurring fees.
Accounts Aggregation
Gather all your investment and savings accounts in one place. See everything at a glance, from stocks to savings! Import your CSV statements from your broker or bank.
Holdings Overview
Get a clear picture of what's in your portfolio. Stocks, ETFs, or Cryptocurrencies - know what you have and how it's performing.
Income Tracking
Monitor dividends and interest income across your entire portfolio. Get a clear view of your passive income streams, helping you make informed decisions about your investments.
Accounts Performance
Track your accounts' holdings and performance over time. See how a particular account is performing, and how it's changing over time.
Goals Tracking
Set your savings targets clearly. Distribute your funds across these objectives, assigning a specific percentage to each. Keep an eye on your progress.
Contribution Rooms and Limit Tracking
Stay on top of your contribution limits for tax-advantaged accounts like IRAs, 401(k)s, or TFSAs. Track your available contribution room and avoid over-contributing.
