Simple, transparent pricing.
One platform for everything you own — AI document import, multi- currency tracking, partner-aware co-ownership. 3-day trial on every plan. Cancel anytime.
Get a clean read on your wealth — solo or with one partner.
€15.75/ mo
Billed annually · €189/yr
- Up to 10 assets
- Up to 10 debts
- Up to 10 cash flows
- 3 wealth reports / month
- 50 MB document storage
- Unlimited partners & portfolios
- CSV import & export
Detailed reporting + room to grow across every ledger.
€31.58/ mo
Billed annually · €379/yr
- Up to 25 assets
- Up to 25 debts
- Up to 25 cash flows
- 10 wealth reports / month
- 250 MB document storage
- Detailed Reports cockpit
- Unlimited partners & portfolios
Most popularwlthyBlack
No caps. MCP / API access. Priority support.
€55.75/ mo
Billed annually · €669/yr
- Unlimited assets, debts, cash flows
- Unlimited wealth reports
- 1 GB document storage
- Detailed Reports cockpit
- MCP / API access (Claude, ChatGPT, agents)
- Priority support
- Unlimited partners & portfolios
Need more than Black? Custom unlimited tier on request.
Family offices, multi-entity portfolios and operators running well above Black's caps — write to us and we'll shape a tier around your numbers.
Per-record encryption
AES-128-CBC + HMAC-SHA256 at rest, TLS 1.2+ in transit
AI document import
Broker statements parsed in seconds
Cancel anytime
Self-serve in Stripe portal
3-day free trial
Every feature unlocked · 5 AI calls to evaluate the surface
Feature comparison
What you get on each plan
| Feature | White €19 / mo | Gray €39 / mo | Black €69 / mo |
|---|---|---|---|
Assets | 10 | 25 | Unlimited |
Debts | 10 | 25 | Unlimited |
Cash flow records | 10 | 25 | Unlimited |
Wealth reports / month Auto-resets on the 1st | 3 | 10 | Unlimited |
Document storage Inline, encrypted at rest · 5 MB per file uniform | 50 MB | 250 MB | 1 GB |
Partners & portfolios Co-owners, multiple ledgers | Unlimited | Unlimited | Unlimited |
AI document import Drop a broker statement, bank export or screenshot — AI parses every position | |||
AI assistance calls / month Counter covers document parse + ticker lookups + per-asset AI briefs (Black adds /reports digest + MCP). A typical import uses several calls. Auto-resets on the 1st. | 5 | 25 | 100 |
Reconcile workflow Re-imports diff against existing holdings — new / updated / silent buckets | |||
Basic analytics Recap pivots, allocation, history | |||
Detailed Reports Cockpit — Sankey, IRR, drill-downs | — | ||
Benchmark overlay & forecast vs S&P / DJI on the net-worth chart + ±1σ projection | — | ||
Weekly digest email Monday 09:00 UTC — WoW delta + top movers | — | ||
Analysis PDF 4-page institutional read-out, AI section on Black | — | ||
AI insights (Claude) Three-paragraph narrative on /reports + in the PDF | — | — | |
Multi-portfolio compare Side-by-side KPIs across every portfolio | — | — | |
MCP / API access Claude Desktop / ChatGPT — parse_document tool, confirm_url one-click flow, read-only scope | — | — | |
CSV import & export | |||
Priority support | — | — |