Choose Your Plan
Start free with instant, private access — no account needed. Upgrade for cloud sync and alerts.
Free
$0 /forever
Full-featured calculator that runs entirely in your browser. No signup, no cloud.
- Multi-account portfolio tracking
- Target allocation with glide path
- Tax-aware rebalancing recommendations
- Tax-loss harvesting detection
- No account required — start instantly
- Data stays on this device only
- Not encrypted — anyone with browser access can view
Recommended
Plus
$10 /year
Everything in Free, plus cloud storage and email alerts.
- Everything in Free
- Cloud storage — access from any device
- Always encrypted
- Email alerts when portfolio drifts
- Tax-loss harvesting alerts
- Priority email support
Coming Soon
Sync
$99 /year
Automatic brokerage sync via Plaid. No more CSV uploads.
- Everything in Plus
- Connect Fidelity, Vanguard, Schwab & more
- Automatic daily sync — no CSV uploads
- Real-time cost basis tracking
All plans include
CSV import from major brokerages · No ads · We never sell your data
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