What you own, from the ledger.
Shares, average cost, value, yield, and gain or loss — derived from trades, not a snapshot you edit by hand.
Master Your Money
Master Your Money is where you record trades, see what those lots are worth, and keep household cash in the same account. Delayed market marks. No second app for the budget.
Two workspaces
The product app opens on a workspace picker. Marketing here matches those two rooms — plus Radar, Tools, and Intelligence.
What shipped
Shares, average cost, value, yield, and gain or loss — derived from trades, not a snapshot you edit by hand.
Dividends, upcoming payouts, yield, and a goal tracker that fires the inbox at 25, 50, and 100%.
Price, watchlist, account, budget, and goal alerts. Live bell, optional Web Push, then quiet.
Checking, savings, and cards in the same login as the book. Transfers and card payoff stay in the ledger.
Planned, spent, leftover. Categories you name. The dashboard shows the number — not a silent dash.
One household total so investments and cash stop living in two heads.
How it works
Email and password. You own the ledger — no broker OAuth.
Confirm your email. One Master Your Money account opens Invest and Finances. People you add are tags, not extra logins.
Portfolios and trades, or household accounts. Marks and balances stay labeled.
Holdings appear as soon as the first trade is in. Cash-on-hand appears with the first account.
See InvestWatchlists, goals, cushion, calendar. The inbox stays quiet until a real cross.
Price, watchlist, account, budget, and dividend-goal alerts. Optional weekly summary by email.
See ToolsTeam
Four engineers. One book and one household.
Plans
Self-register is Free. Plus and Master are named now so the product can grow into them — their limits will be defined later.
Free
$0forever
Create an account and use both rooms.
Plus
—defined later
No product limits for now. Price and extras come later.
Master
—defined later
No product limits for now. The top tier will be specified later.
Ready
Create a free Master Your Money account. Holdings, income, cash, leftover, and an inbox that stays quiet until something actually crossed. One login.