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Everything you need to
master your finances
Powerful features designed to give you complete control, from daily spending to long-term wealth building.
Complete Financial Overview
See all your accounts, spending, and net worth in one beautiful dashboard. Get a real-time snapshot of your entire financial picture.
- Net worth tracking with trend charts
- Financial health score
- Spending breakdown by category
- Real-time transaction feed
Net Worth
$0
Monthly Savings
$0
Health Score
0/100
Excellent
Net Worth Trend
12 monthsGoal-Based Savings
Create savings goals and track your progress with visual milestones. Auto-contributions keep you on track effortlessly.
- Dedicated savings goals
- Progress milestones & celebrations
- Auto-contribution rules
- Customizable target dates
Emergency Fund
$0 of $10,000
Vacation
$0 of $5,000
New Car
$0 of $25,000
Investment Tracking
Monitor your entire portfolio in real time. See asset allocation, track gains and losses, and understand your cost basis at a glance.
- Real-time portfolio value
- Asset allocation breakdown
- Gain/loss tracking with cost basis
- Multi-account aggregation
Portfolio Value
$0
Today +$284.12
Top movers
NVDA
NVIDIA
AAPL
Apple
BTC
Bitcoin
Accounts
Shared Finances
Manage household finances together. Invite family members, set roles and permissions, and keep everyone aligned with shared budgets and goals.
- Household member management
- Role-based permissions
- Shared budgets & savings goals
- Family activity feed
Members
Shared Groceries
Recent Activity
Sarah added $50 to Vacation fund
2h agoYou paid Electric bill of $142
5h agoMeet Arc, your AI assistant
Arc knows your whole financial picture. Ask a question or give it a task, and it answers in plain language or sets up the goal, budget, or category for you.
- Sets up goals and budgets on request
- Answers money questions in plain language
- Surfaces trends and opportunities
- Categorizes and organizes transactions
What am I spending the most on week to week?
Dining and shopping are your biggest weekly spend drivers. Dining is up 14% versus last week, while shopping is holding steady.
Dining
$312 this week
Shopping
$184 this week
Smart Alerts
Intelligent notifications tailored to your spending habits and financial goals.
- Budget Alert
- Goal Milestone!
- Large Transaction
Budget Alert
Just nowDining out is at 85% of your $400 limit
Goal Milestone!
1h agoEmergency fund reached 85%. Almost there!
Large Transaction
3h agoUnusual charge of $892 at Electronics Store
Pricing details launch with the product
We will publish exact tiers, milestones, and plan prices at launch. Our model is community based, which means pricing improves as adoption grows.
Aligned incentives
As more members join, future pricing can move down instead of up.
Transparent at launch
Every tier and milestone will be published clearly when we open access.
No surprises now
Prelaunch is focused on product readiness, not collecting subscriptions.
Security you can
trust completely
Your financial data is guarded by the same standards used by the world's leading banks and institutions.
Bank-Level Security
Your financial data is protected with the same standards used by leading institutions.
256-bit AES Encryption
Data encrypted at rest and in transit
OAuth 2.0 + 2FA
Two-factor authentication support
Biometric Login
Face ID & fingerprint support
Read-Only Access
Plaid never shares your credentials
What to expect at launch
Smart budgeting, unified account tracking, goals, and financial health insights in one place.
Product updates
Only meaningful updates before launch. No daily marketing spam.
Privacy-first list
Your email is used for launch communication and can be unsubscribed anytime.
Launch timeline
Early access invitations go out in waves by signup date and fit.
Join the newsletter above and we will notify you when access opens.