Most apps give you charts. This one gives you answers — backed by the numbers you imported. Each feature below is tagged Free or Pro.
Import a CSV and transactions auto-categorize across every account. A monthly dashboard with per-category breakdowns shows where your money actually goes.
Allocation, concentration risk, and a diversification score across stocks, ETFs, bonds, and crypto — plus per-holding gain/loss at a glance.
Year-by-year nominal and real balance with 4% safe-withdrawal income and a 25× nest-egg gap analysis.
Link your bank through Plaid and transactions import and refresh automatically — no more exporting CSVs.
Real-time quotes, recent headlines per holding, and earnings + dividend dates highlighted when they're days away.
Snap a photo of a receipt and Bode reads the merchant, date, and amount, then pre-fills the entry for you to confirm.
Chat with Claude. Every answer is grounded in your actual transactions, portfolio, and retirement plan — not generic tips.
Run 1,000 randomized market scenarios to see the probability your savings last, with a fan chart of best-to-worst outcomes.
Encrypted in transit, never sold, and never used to train AI models. Two-factor auth available, and you can delete your account and all data anytime.
Free account in under 30 seconds. No card required.
Drop a CSV from your bank or brokerage — or connect your bank with Plaid (Pro). Categories are auto-applied.
Browse the dashboard or ask the AI advisor (Pro) for personalized guidance.
For getting a handle on your finances.
For people who want real answers, not just charts.
7-day free trial. Cancel anytime.
In a secure database, encrypted in transit. We never sell your data or use it to train AI models. You can delete your account — and everything in it — at any time from Settings, and connected banks are revoked on Plaid's side when you do.
It receives a snapshot of your spending, portfolio allocation, and retirement plan, then answers your question with reference to those numbers. It won't recommend specific tickers, and Anthropic (the model provider) does not train on data sent through the API.
Yes. Pro is month-to-month via Stripe — cancel from the billing portal and you keep Pro until the end of the period you've paid for. Downgrading keeps your data; only the gated features (AI advisor, live data, 4th+ holding, etc.) become read-only.
No. It's a tool for understanding your own finances. Talk to a fiduciary before making major decisions.