Clarity
ProductComparePricing
DemoStart Free Trial
Start Free Trial

Talk to your money.

All your money, one clear view

Talk to your money.

AI that gives you one clear view of your net worth, spending, taxes, and investments.

Read-only connections. No credit card required.

Start Free TrialView Demo
  • 12,000+ institutions
  • Read-only account connections
  • Bank-grade encryption

Product Tour

Your complete financial picture

Preview the parts of Clarity that matter most: unified net worth, searchable transactions, AI answers, budgets, and recurring bills.

Showing Dashboard. Auto-advance every 5 seconds.

Dashboard
Last synced 2m ago
Total Net Worth
$247,832
+$28,419 (+12.8%)all time
Assets
$312,270
Liabilities
$64,438
7D30D90DALL
$250k$200k$150k
Jan 1Feb 26
At a glance
Netflix
Mar 1
$15.49
R
Rent
Mar 1
$2,100
E
Electric
Mar 8
~$145
Recent activity
Whole Foods-$127
S
Salary+$4,200

How It Works

Set up in 3 steps

Takes about two minutes. No spreadsheets involved.

BanksBrokersCryptoMarketsWalletsDeFi
Step 1

Connect

Sign in to your bank, brokerage, or exchange. Read-only — we never move money.

Step 2

Sync

Transactions, balances, and holdings flow in. Updates run daily in the background.

Step 3

See everything

Net worth, taxes, budgets, and trends — one dashboard, zero manual work.

BanksBrokersCryptoMarketsWalletsDeFi
Step 1

Connect

Sign in to your bank, brokerage, or exchange. Read-only — we never move money.

Step 2

Sync

Transactions, balances, and holdings flow in. Updates run daily in the background.

Step 3

See everything

Net worth, taxes, budgets, and trends — one dashboard, zero manual work.

Integrations

If you have an account there, we connect to it

12,000+ banks & brokerages · 100+ crypto exchanges · 50+ blockchains

Showing 12 featured integrations.

CCoinbase logo
Coinbase
CChase logo
Chase
FFidelity logo
Fidelity
EEthereum logo
Ethereum
KKraken logo
Kraken
SSchwab logo
Schwab
BBank of America logo
Bank of America
SSolana logo
Solana
RRobinhood logo
Robinhood
CCapital One logo
Capital One
GGemini logo
Gemini
AAvalanche logo
Avalanche
Browse All IntegrationsOpen Full Search

One app for all of it

Most finance apps force a tradeoff.
Clarity combines banking, investing, crypto, markets, and more in one coherent workspace.

FeaturesClarityMonarchYNABRocket Money
Crypto + DeFi
Tax reports
Markets
AI assistant
Budgets
Predictions
Multi-currency
Estate plan
Envelopes
Household
DeFi tracking
Tax harvesting
Smart money
Price$8.25/mo$15/mo$15/mo$12/mo

Verify current details on each provider's site.

See more comparisons

Pricing

One plan. Every feature.

No tiers, no feature gates. Less than YNAB or Monarch.

Choose monthly billing or annual billing for the best value.

One Plan · Everything Included

Everything in one plan

No upsells. No feature gating.

  • 25 accounts — banks, brokers, crypto & wallets
  • Auto-categorization & recurring detection
  • Real-time net worth across every account
  • FIFO cost basis & portfolio performance
  • Spending trends, budgets & AI copilot
  • Tax-ready exports including Form 8949
  • Dividend tracking, multi-currency & envelope budgeting
  • Monte Carlo scenarios, estate planning & household sharing
  • DeFi tracking, tax-loss harvesting & smart money alerts
Best value
$12$8.25/month

$99/yr — save 31%

14-day free trial

  • Everything included from day one
  • Read-only account connections
  • Cancel anytime in settings
Start Free TrialView Demo

No credit card required

FAQ

Common Questions

Straight answers on privacy, setup, pricing, and account coverage.

We never store your login credentials. All connections are read-only and protected by 256-bit encryption. We don't sell, share, or monetize your data — you pay for the product, not with your privacy. Read our Privacy Policy.

You connect each institution through Plaid's secure flow. Clarity receives tokenized, read-only access to balances and transactions so your dashboard stays up to date without manual uploads.

Get Started

See everything clearly. Then decide.

You have seen the demo, the coverage, and the pricing. The next step is to connect your accounts and see your own data in one place.

  • Setup in about 2 minutes
  • No credit card required
  • Cancel anytime
Start Free TrialView Demo

14 days free · Read-only connections · Cancel anytime

Clarity

All your money, one clear view

Clarity

All your money, one clear view

Product

  • Interactive Demo
  • Pricing
  • Compare

Company

  • About
  • Vendors
  • Contact

Trust

  • Security
  • Disclosures
  • Legal

Resources

  • Atlas
  • Blog
  • Learn
  • Glossary
  • Calculators

© 2026 Clarity

·Privacy·Terms

Interactive Demo

Verify the product in 30 seconds

Open the live app preview and confirm the core outcomes yourself before you sign up.

  • See your net worth update across linked accounts
  • Search transactions and recurring bills in one place
  • Ask AI questions across spending, taxes, and investments