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| Feature | Free | Pro | Pro+ |
|---|---|---|---|
| Dashboard & Overview | |||
| Global Dashboard | ✓ | ✓ | ✓ |
| Net Worth Tracking | ✓ | ✓ | ✓ |
| Portfolio Health Score | ✓ | ✓ | ✓ |
| Performance Charts | ✓ | ✓ | ✓ |
| Cash Flow & Statements | |||
| AI Statement Processing | ✓ | ✓ | ✓ |
| Auto-Categorization | ✓ | ✓ | ✓ |
| Statement Uploads | 3/month | Unlimited | Unlimited |
| History | 3 months | Full history | Full history |
| Smart Spending Insights | ✓ | ✓ | ✓ |
| Stock Portfolio | |||
| Holdings | 5 | Unlimited | Unlimited |
| Daily Price Updates | ✓ | ✓ | ✓ |
| S&P 500 Comparison | ✓ | ✓ | ✓ |
| Alpha Calculation | ✓ | ✓ | ✓ |
| Cost Basis & Gain/Loss | ✓ | ✓ | ✓ |
| Real Estate & Private Equity | |||
| Properties | 1 | Unlimited | Unlimited |
| Property Valuation Tracking | ✓ | ✓ | ✓ |
| Private Equity Tracking | — | ✓ | ✓ |
| FIRE Planning | |||
| FIRE Calculator | ✓ | ✓ | ✓ |
| Retirement Projections | ✓ | ✓ | ✓ |
| What-If Scenarios | — | ✓ | ✓ |
| Saved Simulations | — | ✓ | ✓ |
| Yearly Asset Breakdown | — | ✓ | ✓ |
| Family & Collaboration | |||
| User Accounts | 1 | 1 | 2 |
| Shared Dashboards | — | — | ✓ |
| Combined Net Worth View | — | — | ✓ |
| Joint FIRE Planning | — | — | ✓ |
| Support & Security | |||
| No Bank Login Required | ✓ | ✓ | ✓ |
| Bank-Grade Encryption | ✓ | ✓ | ✓ |
| Priority Support | — | — | ✓ |
| Get Started | Start Free Trial | Coming Soon | |
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