Simple, Transparent Pricing
Track your portfolio across every investment account and see your capital gains position, with will writing and a document vault included.
Subscription Plans
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Paid plans renew automatically each month at the price shown, until you cancel. You can cancel at any time from your account settings, and cancelling is as easy as subscribing. See our Cancellation & Refunds policy (opens in a new tab).
Basic
Track an investment account, watch what you are thinking about buying, and get your capital gains figures, at no cost.
- Capital gains and income tax reportsMore about this feature
- Broker statement import (2/month)More about this feature
- Full data export (CSV, Excel and PDF)More about this feature
- Will generation from $41.99More about this feature
- Document vaultMore about this feature
- Video messagesMore about this feature
- Funeral wishes planningMore about this feature
- Guardian managementMore about this feature
- Manage family treeMore about this feature
- Emergency contactsMore about this feature
- Annual review remindersMore about this feature
- Will location registry (Basic)More about this feature
- Referral rewardsMore about this feature
- Estate planning newsMore about this feature
- Portfolio Tracker (EOD prices)More about this feature
- Self-service supportMore about this feature
Premium
Unlimited tracking for every account you hold, the API to build on it, and shared accounts for the family it is for.
- 60-second price refreshMore about this feature
- Consumer API with webhooksMore about this feature
- Broker statement import (Unlimited)More about this feature
- Will generation includedMore about this feature
- Same-day support + priority WhatsAppMore about this feature
* Prices exclude tax. Applicable taxes are calculated and added at checkout based on your location.
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iOS and Android app prices may differ slightly due to platform commission requirements.