Simple, transparent pricing
Start free. Upgrade when cross-border or multi-scenario planning matters.
$0
Forever free — no credit card required.
Full profile (household, dependents)
Portfolio dashboard
Unlimited positions
Safe withdrawal rate calculator
1 active scenario
Single-jurisdiction withdrawal calc
Cross-border tax (US ↔ India) + DTAA
Unlimited scenarios + compare
Tax-aware sell-down planner
Year-by-year projection to age 95
Spending plan + liability timeline
CSV import (Fidelity, Schwab, Zerodha)
$8/mo
or $79/yr
For serious cross-border and multi-scenario planning.
Full profile (household, dependents)
Portfolio dashboard
Unlimited positions
Safe withdrawal rate calculator
1 active scenario
Single-jurisdiction withdrawal calc
Cross-border tax (US ↔ India) + DTAA
Unlimited scenarios + compare
Tax-aware sell-down planner
Year-by-year projection to age 95
Spending plan + liability timeline
CSV import (Fidelity, Schwab, Zerodha)
Prices shown are test prices. Cancel anytime. All data stays on your device.