Fragmented Finances. One System.
Clarity is built for self-directed investors and complex households who need spending, portfolios, crypto, taxes, and planning across every account without stitching together five different tools.
No credit card required
12,000+banks & brokerages100+exchanges50+blockchains
Coverage proof for people whose money already spans too many systems.
Replace The Fragmented Stack
The point is not another dashboard. It is one operating system for the financial decisions that usually require five apps and a spreadsheet.
Bring banks, brokerages, exchanges, wallets, and liabilities into one review loop instead of five disconnected snapshots.
Track cash flow, recurring charges, portfolio exposure, and spending movement in the same workflow.
Keep cost basis, gains, transfers, and filing context attached to the rest of your financial history.
Clarity is for people who outgrew the budgeting app, the broker dashboard, the crypto tracker, and the spreadsheet.
Life events, debt payoff, and retirement planning work better when they start from your actual accounts.
How It Works
Connect once. See everything. Then act on it.
Link your banks, brokerages, cards, exchanges, and wallets. Read-only, real data, done in about 2 minutes.
Transactions, balances, holdings, and bills merge into one view — no more switching between five apps.
Budget, forecast, plan for taxes, or just ask the AI. Everything you need to decide is already there.
Link your banks, brokerages, cards, exchanges, and wallets. Read-only, real data, done in about 2 minutes.
Transactions, balances, holdings, and bills merge into one view — no more switching between five apps.
Budget, forecast, plan for taxes, or just ask the AI. Everything you need to decide is already there.
Integrations
If you have an account there, we probably connect to it. Check before you sign up.
All connections are read-only. Clarity never moves money.
How We Compare
Most alternatives solve one slice of the problem. Clarity is built for people who need the whole system to work together.
Clarity is built for people using a budgeting app, a broker dashboard, a crypto tracker, and a spreadsheet just to understand their money.
Ask a question in plain English, verify what changed, and move directly into the next financial decision.
Every core workflow is included from day one, so you do not keep paying for separate tools to patch the gaps.
Compare Pages
Use the comparison pages when you want to see how Clarity stacks up against the tools people typically combine or outgrow.
Pricing
Everything Clarity does — net worth, spending, taxes, planning, AI — for less than $9/month.
No upsells or feature gates.
Just $8.25/month
Monthly billing costs $45 more per year.
Cancel anytime in settings
From Our Users
These are the users who feel the pain of fragmented finances the most.
“I used to bounce between Monarch, Coinbase, Schwab, and a spreadsheet just to do a weekly review. Now I open Clarity once and the whole picture is there.”
“Tax season used to be a cleanup project. This year my gains, transfers, and cost basis were already organized before my CPA asked for anything.”
“The best part is not one feature. It is that spending, portfolio exposure, and planning decisions finally live in the same workflow instead of four separate apps.”
FAQ
Straight answers on privacy, setup, pricing, and account coverage.
Get Started
Connect your accounts in minutes. Replace the budgeting app, the broker dashboard, the crypto tracker, and the spreadsheet with one read-only system. 30-day money-back guarantee.
14days free · Read-only connections · Cancel anytime
Live Product
Explore the real product with sample data — no signup needed.
The full picture
Balances, net worth, and recent activity across every account.
