Simple, transparent pricing

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✓Up to 3 investments
✓All metrics (XIRR, yield, NAV, EM)
✓Transaction history
✓Distribution tracking
✓Filter & sort
✓Investment detail page
✗Reports
✗Household viewer access
✗Unlimited investments

Pro

$12

/month

or $99/year (save 31%)

Start free trial

✓Unlimited investments
✓All metrics (XIRR, yield, NAV, EM)
✓Transaction history
✓Distribution tracking
✓Filter & sort
✓Investment detail page
✓All reports (4 report types)
✓Household viewer access
✓Priority support

Common questions

What counts as an investment?

Each fund, syndication, or deal you track is one investment. Multiple capital calls or distributions to the same fund count as transactions within one investment.

Is my financial data secure?

Yes. Your data is stored in an isolated database with row-level security — no one else can access your investments. We use Supabase (Postgres) with bank-grade encryption.

Can I export my data?

Yes. You can print reports to PDF, and we'll be adding CSV/Excel export soon. Your data is yours — you can delete your account and all data at any time.

What types of investments can I track?

Real estate syndications, VC/PE funds, private credit, life settlements, litigation finance, medical receivables, and more. Any investment with capital contributions and distributions works well.