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Core portfolio tracking stays free forever. Compare plans below, then create an account or sign in to unlock CFO Pro.
Free forever
Experience the Finance OS — track money, preview intelligence, upgrade when ready.
Upgrade path
AI CFO, Business Workspace intelligence, forecasting, KPIs, reports, and integrations — localized billing.
$0/forever
Track money, preview intelligence, upgrade when ready
Track income, expenses, savings & portfolio
Net worth overview, goals, budget & calculators
Professional previews of Analytics, FIRE, Ratios & Cash Flow
Report & Business AI previews — see the value before upgrading
Portfolio Health Score & Investment DNA
Public shareable portfolio pages
Watchlist, Market Brief & CFO assistant (limits apply)
Get started free$19/mo
Understand where your money is growing — and where it's leaking
Predict your future cash position before problems arise
Know how close financial independence really is
Auto-calculate the ratios a CFO watches
Generate investor-ready reports in one click
Business cash flow, runway & AI operating intelligence
Plus existing Pro tools: stress testing, quant workspace, Investor Radar contacts, and more
$19/mo USD · charged ≈ ₹1577 via Razorpay · Localized display for EUR, GBP, AED, SGD · Cancel anytime
New Premium subscribers can request a goodwill refund review within 7 days if the AI Financial OS isn't the right fit. Contact support with your payment receipt.
Multi-user and advisor access is on the roadmap. Free and Premium for individuals are available today.
Want early access for your family or advisory practice? Contact us.
Core tracking stays free forever. CFO Pro unlocks advanced analytics, quant tools, exports, and portfolio-aware AI coaching.
| Feature | Starter$0 / forever | PremiumAdvanced tier |
|---|---|---|
| Core Wealth OS | ||
Financial Dashboard Track net worth, income, expenses & portfolio | ||
Portfolio Tracker (stocks, MFs, crypto, bonds) | ||
Net Worth & Tax Command Center | ||
Goals, Budget & Watchlist | ||
43+ Finance Calculators | ||
Broker import & live prices | ||
Public portfolio sharing | ||
Personal CFO source ledgers Income, expenses, savings, debt & more | ||
| AI Intelligence | ||
Understand where money grows — and where it leaks | Sample insights in preview | Live AI on your ledgers |
Portfolio Health Score (0–100) | Historical trends saved | |
Investment DNA & AI Portfolio Summary | ||
AI CFO Insights cards (dashboard & portfolio) | ||
CFO chat — markets & platform help | 20 msgs/hr · 120/day | 120 msgs/hr · 750/day |
Portfolio-aware AI coach | Preview + upgrade prompt | Full holdings context |
Daily AI Market Brief | ||
Weekly outlook, sector & asset reports | ||
AI CFO Pro Insights Stream Equity research, consulting & PE research cards | ||
Business AI Intelligence | Professional preview | Live operating insights |
| Advanced Analytics | ||
Personal Analytics workspace | Layout + sample charts | Live trends & AI patterns |
Allocation charts & performance tracking | ||
Sector & region analytics | ||
Anonymous benchmarking vs peer cohorts | ||
Black Swan macro stress simulator Interactive slider-based scenario preview | ||
Portfolio stress testing (your holdings) | ||
AI rebalancing suggestions | ||
Scenario simulator (what-if modeling) | ||
Quant workspace (MPT, Monte Carlo, CAPM beta) | ||
Advanced risk & correlation dashboard | ||
| Forecasting | ||
Predict future cash position before problems arise | Cash Flow preview | Live forecast + alerts |
FIRE & retirement timeline modelling | Example FI dashboard | Live projections from your data |
Financial ratios auto-calculated | Example ratio cards | Savings, DTI, liquidity, health score |
| Professional Reports | ||
Investor-ready and accountant-friendly reports in one click | Report type previews | Generate + PDF / Excel |
PDF portfolio report | ||
CSV holdings & ledger export | ||
Tally sync export | ||
Weekly AI portfolio reports | ||
Dividend forecast & portfolio comparison | ||
| Financial Planning | ||
Know how close financial independence really is | FIRE preview | FI score, withdrawal & inflation models |
Retirement contribution gap analysis | Example projections | Tied to live ledgers |
| Business Finance OS | ||
One business workspace + basic dashboard | ||
Add revenue, expenses & invoices | ||
KPI Dashboard (MRR, ARR, margins) | ||
Business Forecasting & scenario planning | ||
Cash flow forecast & runway intelligence | ||
AI CFO (Business) | ||
Investor & board reports + PDF/Excel/CSV | ||
Business integrations (Stripe, Razorpay…) | ||
AI executive / weekly / monthly reports | ||
| Investor Radar | ||
Browse & search investor directory | ||
Check size & direct contact details | ||
AI Portfolio Match score | ||
Export investor list (CSV / PDF) | ||
| Account & Support | ||
Single portfolio workspace | ||
Unlimited portfolios | ||
Priority support | ||
Team / family plan | Coming soon | Coming soon |
Core Wealth OS
Financial Dashboard
Track net worth, income, expenses & portfolio
Free
CFO Pro
Portfolio Tracker (stocks, MFs, crypto, bonds)
Free
CFO Pro
Net Worth & Tax Command Center
Free
CFO Pro
Goals, Budget & Watchlist
Free
CFO Pro
43+ Finance Calculators
Free
CFO Pro
Broker import & live prices
Free
CFO Pro
Public portfolio sharing
Free
CFO Pro
Personal CFO source ledgers
Income, expenses, savings, debt & more
Free
CFO Pro
AI Intelligence
Understand where money grows — and where it leaks
Free
CFO Pro
Portfolio Health Score (0–100)
Free
CFO Pro
Investment DNA & AI Portfolio Summary
Free
CFO Pro
AI CFO Insights cards (dashboard & portfolio)
Free
CFO Pro
CFO chat — markets & platform help
Free
CFO Pro
Portfolio-aware AI coach
Free
CFO Pro
Daily AI Market Brief
Free
CFO Pro
Weekly outlook, sector & asset reports
Free
CFO Pro
AI CFO Pro Insights Stream
Equity research, consulting & PE research cards
Free
CFO Pro
Business AI Intelligence
Free
CFO Pro
Advanced Analytics
Personal Analytics workspace
Free
CFO Pro
Allocation charts & performance tracking
Free
CFO Pro
Sector & region analytics
Free
CFO Pro
Anonymous benchmarking vs peer cohorts
Free
CFO Pro
Black Swan macro stress simulator
Interactive slider-based scenario preview
Free
CFO Pro
Portfolio stress testing (your holdings)
Free
CFO Pro
AI rebalancing suggestions
Free
CFO Pro
Scenario simulator (what-if modeling)
Free
CFO Pro
Quant workspace (MPT, Monte Carlo, CAPM beta)
Free
CFO Pro
Advanced risk & correlation dashboard
Free
CFO Pro
Forecasting
Predict future cash position before problems arise
Free
CFO Pro
FIRE & retirement timeline modelling
Free
CFO Pro
Financial ratios auto-calculated
Free
CFO Pro
Professional Reports
Investor-ready and accountant-friendly reports in one click
Free
CFO Pro
PDF portfolio report
Free
CFO Pro
CSV holdings & ledger export
Free
CFO Pro
Tally sync export
Free
CFO Pro
Weekly AI portfolio reports
Free
CFO Pro
Dividend forecast & portfolio comparison
Free
CFO Pro
Financial Planning
Know how close financial independence really is
Free
CFO Pro
Retirement contribution gap analysis
Free
CFO Pro
Business Finance OS
One business workspace + basic dashboard
Free
CFO Pro
Add revenue, expenses & invoices
Free
CFO Pro
KPI Dashboard (MRR, ARR, margins)
Free
CFO Pro
Business Forecasting & scenario planning
Free
CFO Pro
Cash flow forecast & runway intelligence
Free
CFO Pro
AI CFO (Business)
Free
CFO Pro
Investor & board reports + PDF/Excel/CSV
Free
CFO Pro
Business integrations (Stripe, Razorpay…)
Free
CFO Pro
AI executive / weekly / monthly reports
Free
CFO Pro
Investor Radar
Browse & search investor directory
Free
CFO Pro
Check size & direct contact details
Free
CFO Pro
AI Portfolio Match score
Free
CFO Pro
Export investor list (CSV / PDF)
Free
CFO Pro
Account & Support
Single portfolio workspace
Free
CFO Pro
Unlimited portfolios
Free
CFO Pro
Priority support
Free
CFO Pro
Team / family plan
Free
CFO Pro
Read-Only Access
Strict read-only layer endpoints. Your capital cannot be touched or transferred.
Bank-Grade Encryption
AES-256 bit end-to-end encryption protecting your asset data.
Data Privacy Secured
Zero data selling. No ad-networks. Fully isolated rows.
Secure Auth
Industry-standard secure authentication protocols.
Educational insights only — not financial advice.
Free vs CFO Pro — what you get and how billing works.