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Free

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  • AI financial guidance (30+ tools)
  • Portfolio analysis & risk assessment
  • Spending & budget analysis
  • Subscription tracking & price hike alerts
  • Financial health score (0–100)
  • Automatic account sync (Plaid + SnapTrade)
  • Real-time market data & charts
  • Household finance (joint, hybrid, or separate)
  • Goal tracking with milestones
  • Manual accounts (PDF, CSV, image upload)
  • Conversation history

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Everything in Free, plus:

  • Choose your AI model
  • Automated investing
  • Automatic bill pay
  • Priority support

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