14-Day Free Trial
Item-level tracking, live spot prices, and tax-ready reports. Pick the plan that fits your stack today and grow into the next one whenever you’re ready.
7/month
69/year
15/month
149/year
39/month
379/year
Why Pay For It
A few dollars a month gets you back the time you were spending on formulas, pivot tables, and stale prices.
With a spreadsheet
With Gold Silver Ledger
When you sign up, Stripe takes your card to reserve your plan, but you aren’t charged for the first 14 days. You’ll get an email reminder before the trial ends, and you can cancel from your dashboard at any point before then with no charge.
Yes. Upgrade or downgrade any time from your account settings. Upgrades take effect immediately; downgrades take effect at the end of your current billing period, and we prorate the difference.
You can still view and edit everything you’ve already added — we’ll just prompt you to upgrade before adding new items, transactions, or portfolios beyond the limit. Nothing gets deleted.
Yes. Cancel from your dashboard with one click. Your access continues until the end of the billing period you’ve already paid for — no early-termination fees, no calls to make.
Yes. If the app isn’t right for you, you can request a full refund within the first 30 days of becoming a paid subscriber — no forms, no questions. Just message us and we’ll take care of it.
Every plan includes CSV export of your holdings. Pro and Premium also include full transaction history export. Your data is yours; we just hold the keys to the calculations.
No. Stripe handles all payment information end-to-end. We only store a customer reference ID so we know which account belongs to which subscription.
Yes. Your portfolio data is private to your account. We don’t sell, share, or aggregate it. See our Discretion page for the full breakdown.
Start your free 14-day trial. Cancel any time.
