Tracking by hand is now free, forever

Until now the whole product stopped being editable when your trial ended. That was the wrong deal for a tracker: your own numbers should never sit behind a paywall. So we split the product in two.

Free, with no end date

• Add, edit and delete as many assets, trades and portfolios as you need.
• Import a CSV or Excel file from any broker.
• Goals, allocation targets, charts and honest returns.
• Export to Excel and PDF whenever you like.
• No card to sign up, and nothing to cancel.

Paid: automatic broker sync

A connected broker costs us money for every person, every month, so that is the one thing we charge for. Every new account tries it free first. When the trial ends the connection pauses, nothing is deleted, and you keep editing your holdings by hand.

If your trial had already ended

If your account was view-only after a trial, it is editable again now. Nothing was lost.

Your portfolio is yours to edit, whatever you pay.

See how the two plans compare.