Your entirefinancial picture,kept current.

Track spending, net worth, taxes, and investments across every account — reconciled automatically, so you never assemble the answer by hand again.

  • 7-day full access
  • No card required
  • 30-day money back
  • Read-only access
Start Free TrialWatch a 2-min tour

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.

ChaseFidelityCoinbaseSchwabVanguardRobinhoodBank of AmericaWells FargoCapital OneCiti
ChaseFidelityCoinbaseSchwabVanguardRobinhoodBank of AmericaWells FargoCapital OneCiti

The problem

Stop stitching the answer together

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.

BanksBrokeragesCardsCrypto

Chase — Checking
Balance
$4,218.32
Fidelity — Portfolio
Holdings
Stock Prices
AAPL$198.12+1.2%
MSFT$412.50-0.3%
NVDA$881.86+2.1%
Coinbase — Assets
BTC
$68,412
ETH
$3,182
MetaMask — Wallet
0x7a2...f41e
2.14 ETH · $6,829
Zillow — Home Value
Zestimate
$485,000
Polymarket
68%
budget_2026.xlsx
Amex — Statement
Due Apr 15
$2,149.00
Venmo — Recent
Sarah M.+$45.00
Dinner split-$62.50
SoFi — Student Loans
Remaining
$18,420.00
Lemonade — Policy
Renters
$14.99/mo

Steps, one current picture

Connect once. Keep the picture current. Decide faster.

After setup, the workspace keeps your balances, activity, and holdings in sync so every decision starts from current numbers, not another round of cleanup.

Step 1

Connect accounts

Link banks, brokerages, exchanges, and wallets in one setup. Most connections take under 3 minutes.

Step 2

See what changed

Balances, transactions, holdings, and recurring charges stay in one current view, so you do not have to assemble the answer again.

Step 3

Decide from current numbers

Prep for taxes, rebalance, pay down debt, or ask the AI what changed — the answer starts from your data, not a blank page.

Built for the decisions you actually make

Spending, investing, taxes, and planning lined up before you act.

Clarity unified transaction feed across banks, cards, brokerages, and crypto

Spending and cash flow

Every card and bank account in a single feed. Transactions categorized as they arrive, recurring charges flagged automatically.

  • One review across accounts
  • Subscriptions detected
  • Any-range breakdowns
Spending tracker→
Clarity overview with net worth and account balances

Investments and net worth

Brokerages and crypto wallets consolidated. Net worth over any time period without logging into five apps.

  • Unified holdings
  • Net worth charted
  • Allocation at a glance
Net worth→Crypto→
Clarity planning view modeling life events with real account balances

Planning and life events

Model home purchases, debt payoff, or early retirement with your actual balances — not a generic calculator.

  • Real-account scenarios
  • Debt strategies compared
  • Retirement projections
FIRE→Debt payoff→Mortgage→
Clarity tax workflow with gains and documents

Taxes and cost basis

Cost basis and realized gains tracked as you trade — not pieced together in April.

  • Live cost basis
  • Gain/loss reports
  • Docs collected
Crypto tax→Capital gains→

Clarity is not a tax or financial advisor. Reports and projections are informational — consult a qualified professional before acting.

AI Built On Your Data

Ask what changed. Get answers from your actual numbers.

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 AI

Ask questions across your finances

How am I doing this month?

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

5.0 from verified subscribers

What changes once the numbers line up

“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.”
Marcus T.
Marcus T.
Dual-income household, 6 connected accounts
“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.”
Elena R.
Elena R.
Self-directed investor, 9 connected accounts
“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.”
Priya K.
Priya K.
Planning a home purchase, 7 connected accounts

Start with the core workspace. Add more only if you need it.

One price for the whole picture. Markets data and heavier AI usage stay optional.

What stays included

Included in the core plan

  • See your real net worth in minutes — not after an afternoon of reconciling
  • Catch recurring charges and price increases before they hit your card
  • Know your realized gains and cost basis without waiting for April
  • Plan real moves — payoff, rebalance, home purchase — using your actual cash and holdings
  • Start with one simple price. Turn on Markets or AI credits only if you ever need more

See everything included

Core plan

$99
Save 31%

That works out to $8.25/month

Save $45 per year versus paying monthly.

  • 7-day full-access trial
  • No credit card required to start
  • 30-day money-back guarantee
  • Read-only connections
Start Free TrialSee full pricing details

Full access during the trial. No card required to start.

Common questions

The usual questions before linking accounts, answered directly.

Every account. One place. Always current.

Banks, brokerages, credit cards, and crypto stay connected so every decision starts from current numbers — not last week's.

Start Free TrialSee How It Works
  • 7-day free trial
  • No credit card required
  • Cancel anytime