Start free, upgrade when you need advanced features. No hidden fees, cancel anytime.
Perfect for getting started with net worth tracking
For serious financial planning and forecasting
Billed annually at $108
Feature | Free | Pro |
---|---|---|
Unlimited accounts | ||
Net worth tracking | ||
Interactive charts | ||
Financial goals | One | Unlimited |
Shareable snapshots | ||
Net worth percentile ranking | — | |
Monte Carlo forecasting | 100 simulations | Up to 100,000 |
Historical market data models | ||
Custom growth models | — | |
Liability paydown modeling | — | |
Inflation adjustment | — | |
Shareable forecast reports | — | |
Password-protected reports | — | |
Priority support | — |
Yes! You can cancel your subscription at any time from your account settings. You will continue to have access until the end of your billing period.
We accept all major credit cards (Visa, Mastercard, American Express) through our secure payment processor, Stripe.
No! Your data is always safe. If you cancel, you will simply lose access to Pro features but all your financial data will remain intact.
Absolutely. All payments are processed securely through Stripe, one of the world's most trusted payment platforms. We never store your credit card information on our servers.
Absolutely! You can upgrade to Pro at any time from your dashboard. Your existing data will remain intact and you will immediately get access to all Pro features.
If you have more than one goal and downgrade to Free, your goals will not be deleted. However, you will only be able to view and track your most recent goal until you upgrade again.