Simple, transparent pricing
Try Plus free for 7 days. No charge until day 8.
Free
$0forever
Your whole financial picture, with AI-powered insights.
- ✓Plaid bank connection
- ✓Expenses, Budgets, Goals
- ✓Connect your brokerage — portfolio view + manual trading
- ✓AI Insights: banking agents, 1 refresh/day
- ✓AI Chat: 10 messages/day
- ✓Join a household
Most popular
Plus
$12per month
Full AI across your finances and investments, plus automation tooling.
- ✓Everything in Free
- ✓AI Insights: all 12 agents, 3 refreshes/day
- ✓AI Chat: 30 messages/day
- ✓Trading automations — full rules + universe scan, on paper or your live brokerage account (notify-only: you confirm each trade)
- ✓Multiple linked accounts
- ✓Create a household dashboard
Cancel or change plans anytime from Account → Subscription. All prices in USD.
Not sure a budgeting app that also tracks investments is worth it? See what running two separate apps actually costs.