Private beta
Your accounts, budget, and portfolio—working together.
See your net worth, spending, and every position in one clear view. Manage your money without updating multiple apps and spreadsheets.
Private beta
See your net worth, spending, and every position in one clear view. Manage your money without updating multiple apps and spreadsheets.
Move from the big picture to the details: net worth, accounts, spending, transactions, investments, and allocation.
Your net worth over time
Every account in one place
This month and the year ahead
Spending by category
Transactions, tidy by default
Portfolio performance over time
Positions across every brokerage
Allocation compared with your plan
Prefer to look around first? Demo mode lets you explore with sample data before connecting an account or entering any financial information.
Manage everyday spending alongside your investments, with a clear view of how your portfolio is performing and whether it still matches the mix you want.
See your bank and brokerage accounts, cards, spending, investments, and net worth together.
See when your portfolio drifts, what would bring it back in line, how it has performed, your realized gains, and estimated taxes.
Set monthly or annual amounts by category, let unused money roll over when you want, and see how much is left.
Your financial data lives on your phone and in your own iCloud. We don't keep a copy on our servers.
Analytics are off until you turn them on and cannot include financial data. We do not sell your personal information. Full privacy policy →
Private beta
StrideFi is in private beta. Join the waitlist and we'll email you when a spot opens.
We'll use your email only for StrideFi beta updates. See our Privacy Policy.