Track spending, net worth, taxes, and investments across every account — reconciled automatically, so you never assemble the answer by hand again.
Full access for 7 days. Most setups take under 3 minutes.
Trusted coverage
Connect the institutions you already use.
More than 12,000+ banks, brokerages, cards, and crypto platforms.
Explore by Goal
Each page goes deeper on a specific use case, from full-picture money tracking to investor-specific planning, so you can start with the question you already have.
01
Sunday morning, one tab. Spending, investments, crypto, and upcoming bills — already reconciled.
02
New charges, spending spikes, and recurring bills — surfaced before you have to go looking.
03
Cost basis updates with every trade. Gains and losses are ready to export — not reconstructed in April.
04
Cash, debt, retirement, brokerage, and crypto balances in one number you can actually trust.
The problem
The hard part is not opening one more app. It is reconciling bank apps, brokerage accounts, crypto exchanges, and spreadsheets before you can decide what to do next.
How It Works
After setup, the workspace keeps your balances, activity, and holdings in sync so every decision starts from current numbers, not another round of cleanup.
Three steps. One current picture.
Link banks, brokerages, exchanges, and wallets in one setup. Most connections take under 3 minutes.
Balances, transactions, holdings, and recurring charges stay in one current view, so you do not have to assemble the answer again.
Prep for taxes, rebalance, pay down debt, or ask the AI what changed — the answer starts from your data, not a blank page.
Link banks, brokerages, exchanges, and wallets in one setup. Most connections take under 3 minutes.
Balances, transactions, holdings, and recurring charges stay in one current view, so you do not have to assemble the answer again.
Prep for taxes, rebalance, pay down debt, or ask the AI what changed — the answer starts from your data, not a blank page.
Where Clarity Helps
Most finance tools stop at a single slice. Clarity is built for the decisions where you need spending, investing, taxes, and planning lined up before you act.
01
Every card and bank account in a single feed. Transactions are categorized as they arrive, and recurring charges are flagged automatically — no rules to set up.
02
Every brokerage and crypto wallet, consolidated. See your net worth over any time period without logging into five different apps.
03
Cost basis and realized gains tracked as you buy and sell — not pieced together in April. Crypto, equities, and tax documents in a single workflow.*
04
Thinking about a home purchase, paying off debt, or retiring early? Model it with your actual balances and income — not a generic calculator.*
*Clarity is not a tax advisor or financial advisor. Tax reports and planning projections are for informational purposes only. Consult a qualified professional before making financial decisions. Cost basis data is based on information from connected institutions — verify with your broker.
AI Built On Your Data
Once your accounts are connected, Clarity's AI answers from your real data instead of generic advice. Ask about spending, portfolio concentration, taxes, or recent changes.
Ask questions across your finances
Answer
You're in great shape! Spending is down 4.8% vs last month, and you're $1,334 under your total budget. Your savings rate is sitting at 32%.
Budget usage by category
From subscribers
The same shift, described independently: less reconciliation, fewer tabs, and faster decisions because the answer is already assembled.
“Every Sunday used to mean 20 minutes in Chase, Amex, Schwab, and a spreadsheet. Now I open Clarity once, see cash, investments, and upcoming bills together, and decide what to do next.”
“At month-end I used to reconcile three apps before deciding whether to invest more or hold cash for taxes. Now I get the answer in a few minutes.”
“When we started planning a move, rough estimates were not enough. Clarity showed our real cash, debt, and portfolio so we could set a budget we actually trusted.”
Pricing
Most people are already paying for budgeting, crypto, and tax tools separately — and still stitching the answer together by hand. Clarity is one price for the whole picture. Markets data and heavier AI usage stay optional.
What stays included
Core plan
That works out to $8.25/month
Save $45 per year versus paying monthly.
Full access during the trial. No card required to start.
Questions Before You Connect
The usual questions before linking accounts, answered directly.
Banks, brokerages, credit cards, and crypto stay connected so every decision starts from current numbers — not last week's.
Workspace walkthrough
The full workspace loads when this section nears the viewport, then you can click through it directly without leaving the page.
