Persona Hub
Find the situation that looks most like yours
Clarity is strongest when your spending, investing, crypto, taxes, and planning are spread across too many accounts and tools. Find the page closest to your situation.
By Profession
Tools built for how you work
Finally, a Portfolio Tracker That Keeps Up with You
Real-time P&L across every brokerage, automated cost basis on hundreds of daily trades, and tax reports your CPA will actually thank you for.
Learn moreFreelancersYour Freelance Finances, Without the Guesswork
See your irregular income, business expenses, and estimated taxes in one place. No more getting blindsided by a quarterly payment.
Learn moreSmall Business OwnersOne Dashboard for Your Business and Personal Finances
See your business accounts, personal finances, and investments together. No more juggling five apps to get the full picture.
Learn moreFinancial AdvisorsGive Your Clients the Full Picture
Help clients see everything — bank accounts, brokerages, crypto, real estate — in one consolidated view. No more piecing it together.
Learn moreAccountantsTax Prep That Doesn't Eat Your Whole Week
Automated cost basis, wash sale detection, and clean transaction exports. Your clients' tax prep takes hours, not weeks.
Learn moreReal Estate InvestorsSee Your Real Net Worth — Properties and All
Track rental income, property values, mortgage balances, and investment accounts together. Your true net worth across every asset class, one dashboard.
Learn moreContent CreatorsKnow What You're Actually Making
Track YouTube AdSense, brand deals, merch revenue, and Patreon in one place. Automatic categorization and tax-ready exports included.
Learn moreBy Investment Style
Track what you invest in
Finally See All Your Crypto in One Place
Every exchange, wallet, and DeFi position — one dashboard. Cost basis on swaps, transfers, and staking rewards handled automatically.
Learn moreDeFi UsersYour DeFi Positions, All in One Place
LP positions, yield farming, staking rewards, lending balances — tracked across protocols with proper cost basis on every transaction.
Learn moreDividend InvestorsSee Every Dollar Your Portfolio Earns
Track dividend income across every brokerage, monitor yield on cost, and see projected annual income — all without a spreadsheet.
Learn moreIndex Fund InvestorsYour Three-Fund Portfolio, One Dashboard
Track your index funds across every account, spot allocation drift before it matters, and see your real net worth — no spreadsheet required.
Learn moreOptions TradersOptions and Stocks, One Portfolio View
Track options positions across brokerages alongside your stock portfolio. Unified cost basis, proper assignment handling, and tax-ready exports.
Learn moreNFT CollectorsYour NFTs, Crypto, and Stocks — One Portfolio
Track your NFT collection alongside everything else you own. Floor price monitoring, cost basis on mints and trades, and tax reports that actually work.
Learn moreForex TradersSee Forex Alongside Everything Else You Trade
Track forex positions with your broader portfolio. Multi-currency support, cost basis tracking, and unified P&L across all your asset classes.
Learn moreBy Life Stage
Finance tools for where you are in life
Budget Tracker for College Students
Track spending, stick to your budget, and build financial habits that last — without the complexity of tools built for Wall Street.
Learn moreNewlywedsFinancial Planner for Newlyweds
Merge your financial picture without merging your accounts. See combined net worth, set shared budgets, and plan for your first big goals together.
Learn moreNew ParentsBudget Planner for New Parents
Track the real cost of a new baby, adjust your budget, and keep saving for the future — even when every expense category just doubled.
Learn moreRetireesRetirement Portfolio Tracker
Track your retirement portfolio across every account. See total income, monitor withdrawal rates, and keep your asset allocation on target.
Learn morePre-RetireesPre-Retirement Planning Tool
See your complete retirement picture — every account, every asset — so you can plan your transition with confidence, not guesswork.
Learn moreGen ZMoney Tracker for Gen Z
Track your spending, find hidden subscriptions, and start investing — all in one app that doesn't talk down to you or hide behind jargon.
Learn moreBy Goal
Reach your financial goals faster
Debt Payoff Tracker
All your debts in one place. Watch your balances drop and your net worth climb. It feels good to see the progress.
Learn moreFIRE Movement FollowersFIRE Movement Portfolio Tracker
Track your path to Financial Independence. Savings rate, net worth, investment growth — every account, one dashboard. No more spreadsheets.
Learn moreFirst-Time InvestorsInvestment Tracker for Beginners
See your investments right next to your bank accounts. Understand what you own, how it's doing, and what it means — no jargon required.
Learn moreHigh-Net-Worth IndividualsWealth Management Dashboard
Your entire wealth picture — real estate, equities, alternatives, crypto, cash — in one private, secure dashboard that you control.
Learn moreTax-Conscious InvestorsTax-Optimized Portfolio Tracker
Cost basis, wash sales, and taxable events across every account. Make tax-smart decisions with real-time data — not year-end surprises.
Learn morePassive Income BuildersPassive Income Tracker
Dividends, interest, rental income, staking rewards — see every passive income stream in one place and watch your monthly total grow.
Learn moreSide HustlersSide Hustle Income Tracker
Track side hustle income alongside your day job and personal spending. Know exactly what your hustle actually nets after taxes and expenses.
Learn moreExpatsMulti-Currency Finance Tracker for Expats
Accounts in multiple countries, multiple currencies, one dashboard. See your global net worth with home country investments and local bank accounts together.
Learn moreCouplesJoint Finance Tracker for Couples
See your combined finances — both partners' accounts, shared goals, total net worth — without having to merge everything into joint accounts.
Learn morePrefer to browse by job or planning scenario?
If you would rather start with a workflow or planning problem, these hubs will take you there.
Browse workflow use cases
Move from audience fit into concrete jobs like tax reporting, recurring detection, crypto tax, and net worth tracking.
Browse workflow use cases
Use workflow pages for the high-stakes decisions that sit on top of the core product: taxes, cash flow, major purchases, and broader planning.