Use Cases
Day trader with thousands of positions? Freelancer with irregular income? Couple saving for a first home? Find how Clarity fits your financial life.
Tools built for how you work
Real-time P&L across every brokerage, automated cost basis on hundreds of daily trades, and the tax reports your CPA actually needs.
Learn moreFreelancersSee irregular income, business expenses, and estimated taxes in one place — so you never get blindsided by a quarterly payment.
Learn moreSmall Business OwnersUnified view of business accounts, personal finances, and investments — so you can see the full picture without juggling five apps.
Learn moreFinancial AdvisorsHelp clients see their complete financial picture — bank accounts, brokerages, crypto, and real estate — in one consolidated view.
Learn moreAccountantsAutomated cost basis, wash sale detection, and clean transaction exports — so your clients' tax prep takes hours, not weeks.
Learn moreReal Estate InvestorsTrack rental income, property values, mortgage balances, and investment accounts together — see your true net worth across every asset class.
Learn moreContent CreatorsTrack YouTube AdSense, brand deals, merch revenue, and Patreon in one place — with automatic categorization and tax-ready exports.
Learn moreTrack what you invest in
Track every exchange, wallet, and DeFi position in one dashboard. Automatic cost basis on swaps, transfers, and staking rewards.
Learn moreDeFi UsersTrack LP positions, yield farming, staking rewards, and lending balances across protocols — with proper cost basis on every DeFi transaction.
Learn moreDividend InvestorsTrack dividend income across every brokerage, monitor yield on cost, and see your projected annual income — all in one dashboard.
Learn moreIndex Fund InvestorsTrack your three-fund portfolio across every account, monitor asset allocation drift, and see your complete net worth in one place.
Learn moreOptions TradersTrack options positions across brokerages alongside your stock portfolio. Unified cost basis, assignment handling, and tax-ready exports.
Learn moreNFT CollectorsTrack your NFT collection alongside crypto and traditional investments. Floor price monitoring, cost basis on mints and trades, and tax reports.
Learn moreForex TradersTrack forex positions alongside your broader portfolio. Multi-currency support, cost basis tracking, and unified P&L across all asset classes.
Learn moreFinance tools for where you are in life
Track spending, stick to your budget, and build financial habits that last — without the complexity of tools built for Wall Street.
Learn moreNewlywedsMerge your financial picture without merging your accounts. See combined net worth, set shared budgets, and plan for your first big goals together.
Learn moreNew ParentsTrack the real cost of a new baby, adjust your budget, and keep saving for the future — even when every expense category just doubled.
Learn moreRetireesTrack your retirement portfolio across every account. See total income, monitor withdrawal rates, and keep your asset allocation on target.
Learn morePre-RetireesSee your complete retirement picture — every account, every asset — so you can plan your transition with confidence, not guesswork.
Learn moreGen ZTrack your spending, find hidden subscriptions, and start investing — all in one app that doesn't talk down to you or hide behind jargon.
Learn moreReach your financial goals faster
See every debt in one place, track payoff progress, and watch your net worth climb as balances drop to zero.
Learn moreFIRE Movement FollowersTrack your path to Financial Independence. See savings rate, net worth trajectory, and investment growth across every account — all in one place.
Learn moreFirst-Time InvestorsSee your investments alongside your bank accounts. Understand what you own, how it's performing, and what it all means — without the jargon.
Learn moreHigh-Net-Worth IndividualsSee your entire wealth picture — real estate, equities, alternatives, crypto, and cash — in one private, secure dashboard you control.
Learn moreTax-Conscious InvestorsSee 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 BuildersTrack every passive income stream — dividends, interest, rental income, staking rewards — in one dashboard. See your total monthly income grow.
Learn moreSide HustlersTrack side hustle income alongside your day job and personal spending. Know exactly what your side hustle nets after taxes and expenses.
Learn moreExpatsTrack accounts in multiple countries and currencies. See your global net worth in one place — home country investments and local bank accounts together.
Learn moreCouplesSee your combined finances — both partners' accounts, shared goals, and total net worth — without forcing you to merge everything into joint accounts.
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