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Every account, one number

Checking, savings, cards, brokerage, retirement, HSA, 529, your home and your loans add up to one net worth, with a chart that goes as far back as your records.

Budgets, bills and goals

Monthly or yearly budgets by category with rollover when you want it. Recurring bills and subscriptions with what's due this week, and savings goals with a target and a date.

Tidy, without the busywork

Search and filter every transaction, set rules once, split a purchase across categories, and edit many at a time. Transfers between your own accounts stay out of spending.

Every holding, every account

Every position across your brokerage and retirement accounts, priced from market data, with your portfolio's value over time and your performance against a market benchmark.

Dividends and interest

Your dividends and interest add up in one Income view, with what you've received and what's expected over the next year.

Your choice of how

Connect your banks, cards and brokerages through Plaid, or add every account, position and transaction yourself. Positions you add by hand are priced from market data too. Start one way and switch anytime.

Your investments, not just a balance

A stock or fund you hold in several accounts adds up to one total.

• Your allocation by asset class, against targets you set
• How far you've drifted, and a rebalance plan with buy and sell amounts
• A watchlist that alerts you when a price reaches your target entry price
• Once you turn it on, a Tax Center that estimates tax on your gains and dividends at the rates you set

A budget that flexes with you

Budget each category by the month or the year, so irregular expenses don't throw a month off.

• Roll over what you didn't spend, set a bigger amount for one month, and cover an overspend from another category without changing your total
• Group categories, and leave reimbursed costs out of your budget
• Every bill and subscription on a calendar, with what's due this week and when one goes up
• Goals for an emergency fund, a home, paying off a debt or a trip, tracked to the finish, with what you spend on the trip itself

The right number, or a clear reason why not

Every balance, return and total is worked out from your own accounts and activity history.

When your bank or brokerage hasn't sent new data yet, or a value has to be estimated, you see a clear label and when it was last updated, right next to the number.

Your data stays with you

Your financial data is saved on your phone and in your own iCloud, not in a database of ours.

• You sign in with Apple and connect banks through Plaid, so we never see your bank sign-in
• We never sell your personal information or share your financial data for advertising, and we don't sell ads
• Lock the app with Face ID, hide your balances with one switch, and export your data whenever you like

Bring your past with you

Start with years of history in your charts, not an empty screen.

• Import your transactions, positions and net worth history from CSV files
• Possible duplicates are flagged for you to review, and your categories are applied as rows come in
• No files? Turn on estimated history, and Stridefly works out your investment accounts' past values from their activity, clearly labeled as estimates

Whose investments are whose

Assign each account an owner: you, your partner or joint. Then filter your investments to see yours, your partner's or joint, or just taxable or retirement, with holdings, allocation and performance for that view.