Everything you need to understand your wealth.
Five surfaces, one instrument. Every number below is computed once on our servers, so the web app and the iOS app always agree — to the cent.
The Observatory.
Your financial command center. A rolling-odometer net worth, delta chips for today and this week, and the signature history terrain you can drag to re-read any day you've recorded.
- Animated net-worth hero with all-time-high marker
- Scrubbable history chart — 1W to ALL timeframes
- Allocation bar, top holdings, and a typed activity feed
- Opt-in peer comparison: your percentile on a demographic bell curve
- Connected-sources panel with per-account sparklines
A capital command deck.
Manual portfolios are free forever. Connect a brokerage on Pro and every position, option contract, and cash balance arrives live — then the Insights desk goes to work on your real data. No fabricated sectors, no fake benchmarks.
- Per-account holdings with search, filters, and a privacy redaction toggle
- Stock dossiers: entry anatomy, fills, tax lots, realized P&L
- The Option Lab — live Black-Scholes sliders, Greeks, payoff canvas
- Insights desk: concentration engine, tax engine, trade DNA, income X-ray
- Activity ledger: closed trades, win rate, profit factor, equity curve
Cash motion, decoded.
Manual bank accounts work on every tier. Nexus links the real thing — checking, savings, credit cards, and loans — then reads the motion of your money: what comes in, what leaks out, what you actually keep.
- Cash Motion lenses: Pulse, Balance, and Flow with a kept/overspent verdict
- Vault rail by institution — APY, credit utilization, masked numbers
- 14-day radar with predicted recurring charges
- Habits lab: spending signature, small-swipe leaks, merchant gravity
- Commitments: rigidity index, cancel simulator, credit posture
Public data, properly instrumented.
A macro dashboard built on official sources and refreshed twice daily — no hot takes, no paywalled noise. Every metric comes with a plain-English explanation of why it matters.
- Five FRED metrics: rates, inflation, labor, wholesale, GDP — with interactive sparklines
- SEC Form 4 insider trades and Form 144 planned sales, searchable
- Only disclosures above a $100k threshold make the feed
- Compliant press wire with Official badges and outbound sources
- Year-over-year or month-over-month perspective, your choice
The Continuum.
One scrubbable timeline that joins your recorded past to a simulated future at the TODAY seam. Rewind through what actually happened; fast-forward through six hundred Monte-Carlo paths of what could.
- Alternate histories: your path vs. high-yield savings, steady 8%, inflation, mattress cash
- Records: CAGR, max drawdown, volatility, best day, milestones
- Flight Plan presets and sliders — return, volatility, contributions, horizon
- Odds gauge, 80% outcome range, and the cost of waiting one year
- Nominal or today's-dollars view. Odds, not promises — never advice.
The details that make it feel finished.
Daily AI Briefing
ProOne neutral, educational observation about your portfolio each evening. Powered by Gemini — never advice.
Interactive Demo
FreeWalk the real interface with sample data before creating an account.
Three Themes
Dark and Light for everyone. Obsidian Gold, reserved for Nexus.
Web + iOS
One backend serves both. The same math, identical to the cent.
Guided Onboarding
FreeTen steps that shape the product around your goals and accounts.
Your Navigation
Reorder or hide the five surfaces. The app arranges itself around you.
Built on institutional rails.
Connections are read-only. Credentials never touch our servers.
Every feature, every tier.
| Feature | Free$0 | Pro$4.99/mo | Nexus$9.99/mo |
|---|---|---|---|
| Track | |||
| Manual accounts & holdings — brokerage, crypto, real estate, loans | ✓ | ✓ | ✓ |
| Net-worth dashboard with history & allocation | ✓ | ✓ | ✓ |
| Markets & Macro research | ✓ | ✓ | ✓ |
| Time Machine — rewind & Monte-Carlo fast-forward | ✓ | ✓ | ✓ |
| Connect | |||
| Live brokerage connections (SnapTrade) | — | ✓ | ✓ |
| Live-priced positions, options & cash | — | ✓ | ✓ |
| Live banking connections (Quiltt) | — | — | ✓ |
| Analyze | |||
| Portfolio Insights desk | — | ✓ | ✓ |
| Trade activity ledger & realized P&L | — | ✓ | ✓ |
| Daily AI briefing | — | ✓ | ✓ |
| Spending & cash-flow insights | — | — | ✓ |
| Perks | |||
| Obsidian Gold theme | — | — | ✓ |
| Priority support | — | — | ✓ |
| Downgrading removes higher-tier features; if Pro access ends, brokerage authorizations are disconnected. Billing via Stripe (web) or Apple ID (iOS). | Start Free | Go Pro | Go Nexus |