Stop juggling5 finance apps.Use one.

Clarity brings spending, net worth, taxes, and investments into one read-only workspace, so the answer is already there when you need to make a decision.

  • Banks, Brokers, Crypto, Markets
  • 12,000+ institutions
  • Read-only by design
  • Setup in under 3 minutes
Start Free TrialWatch a 2-min tour

Full access for 7 days. No card required to see the full picture.

12,000+ institutions supported

ChaseFidelityCoinbaseSchwabVanguard

3 steps, one current view

Turn the five-app check-in into one current view.

After setup, Clarity keeps balances, activity, and holdings synced across the accounts you already use, so the weekly review starts and ends in one place.

Step 1

Link the accounts you already use

Banks, brokerages, exchanges, and wallets connect through one read-only setup. Most accounts are live in under 3 minutes.

Step 2

See the full picture in one place

Balances, transactions, holdings, and recurring charges stay in one current workspace, so you do not have to re-check five separate tools.

Step 3

Make the call from current numbers

Prep for taxes, rebalance, pay down debt, or ask the AI what changed from the same up-to-date picture.

One workspace for the jobs your apps split apart

Cash flow, investing, taxes, and planning stay connected instead of living in separate tools.

Spending

Every transaction in one feed

Connect your banks and cards. Transactions arrive categorized, subscriptions surface on their own, and recurring charges stay visible without flipping between institutions.

Spending tracker→
Transactions
$8,524
Last 30 days
38 entries
  • P
    Payroll deposit
    Income · Chase ··1184
    +$4,820.00
    Apr 15
  • A
    Airbnb
    Travel · Amex ··0044
    -$386.00
    Apr 14
  • A
    Aave — USDC supply
    DeFi · Ethereum · 0x71…f3a
    -$2,500.00
    Apr 13
  • W
    Whole Foods
    Groceries · Chase ··9921
    -$127.42
    Apr 12
  • T
    USDT transfer
    Crypto · Coinbase
    -$1,000.00
    Apr 11
  • N
    Netflix
    Subscriptions · Amex ··0044
    -$15.99
    Apr 10
Investments

Every brokerage and 401(k) in one view

Stocks, ETFs, options, bonds, and mutual funds — alongside your 401(k), IRA, HSA, and pension. Holdings-level detail across the accounts you already use.

Net worth→Portfolio tracker→
Holdings
$383,400
+$8,210 today
1M
  • V
    Vanguard Total Market
    VTI · Vanguard 401(k)
    $84,200
    +2.4%
  • A
    Apple Inc.
    AAPL · Fidelity Brokerage
    $42,180
    +1.1%
  • B
    Vanguard Total Bond
    BND · Schwab IRA
    $28,900
    -0.2%
  • Q
    Invesco QQQ
    QQQ · Robinhood
    $18,640
    +3.7%
Crypto & DeFi

Wallets, exchanges, and on-chain positions

Major exchanges, self-custody wallets, and DeFi positions across leading networks — priced live and rolled into the same net worth as your bank accounts.

Crypto portfolio→DeFi tracker→
Crypto & DeFi
$145,200
+$6,140 this week
  • Bitcoin
    Bitcoin
    0.842 BTC · Coinbase
    $58,940
    +4.2%
  • Ethereum
    Ethereum
    12.4 ETH · MetaMask
    $42,160
    +2.8%
  • Solana
    Solana
    180 SOL · Phantom
    $31,620
    +7.1%
  • Arbitrum
    Aave · USDC/ETH
    DeFi position · Arbitrum
    $12,480
    APR 8.4%
Real estate & liabilities

What you own and what you owe

Home values, vehicles, and manual assets sit next to mortgages, student loans, auto loans, and credit card balances — so net worth reflects the whole picture.

Debt payoff→
Assets
$650,400
Liabilities
$423,420
  • H
    Primary home
    Zestimate · Austin, TX
    $612,000
    +$14,200 YoY
  • V
    2023 Tesla Model Y
    KBB trade-in value
    $38,400
    -$3,100 YoY
  • Wells Fargo
    Mortgage
    Wells Fargo · 6.25%
    -$418,600
    12 yr remaining
  • Chase
    Credit cards
    Chase + Amex · 2 cards
    -$4,820
    Due Apr 28
Taxes

Cost basis and documents, kept current

Cost basis, realized gains, wash-sale detection, and tax documents stay tied to your portfolio across every brokerage and exchange.

Crypto tax→Capital gains→
2026 estimate
$3,420
Updated 2 days ago
Q2 due Jun 15
Estimated tax
$3,420
Q2 due Jun 15
Realized gains
$12,840
Long-term · 4 lots
Realized losses
-$2,310
Harvested YTD
Documents
7 / 9
1099-B, 1099-DIV pending
Ask Clarity

Answers grounded in your own accounts

Clarity has context on every account, holding, and transaction you connect. Questions get answered with your numbers, not generic averages.

FIRE→Mortgage→
C
Workspace
Can I afford the Austin house and still retire at 55?

Yes. Based on $64.1k in cash, a $3,900 monthly surplus, and a 9.4% blended portfolio return, a $612k home at 6.25% leaves retirement at 54 on track.

ChaseVanguard 401(k)ZestimateCoinbase

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

AI Built On Your Data

Once everything is in one place, ask better questions.

Because Clarity keeps a current view across all your accounts, the AI can answer what changed without sending you back through five separate tools.

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 everything is in one place

“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

One price instead of another stack of subscriptions.

The core workspace covers the full 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 actually 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 bringing everything into one read-only workspace, answered directly.

Replace the five-app routine with an AI-enabled workspace.

Keep the institutions you already use. Clarity pulls banks, brokerages, cards, and crypto into one read-only workspace so every decision starts from current numbers.

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