Everything you need.
Nothing you don't.
PlainWealth combines expense tracking and portfolio monitoring in one clean interface — designed for long-term, low-cost investors.
Know where your money goes
Automatically categorize transactions, set monthly budgets, and visualize your spending patterns. Simple reports that help you save more and invest the difference.
- ✓ Automatic transaction categorization
- ✓ Monthly budget tracking with alerts
- ✓ Spending trend visualizations
- ✓ Savings rate calculator
- ✓ Export to CSV for tax preparation
See your allocation at a glance
Track your entire portfolio across multiple accounts. Monitor asset allocation, get rebalancing reminders, and stay aligned with your long-term plan.
- ✓ Multi-account portfolio aggregation
- ✓ Target allocation vs. actual comparison
- ✓ Rebalancing alerts via email
- ✓ Fee analyzer — see what you're really paying
- ✓ Tax-loss harvesting opportunities tracker
Thoughtfully designed tools
Monthly Reports
Automated monthly summary delivered to your inbox. Spending trends, portfolio performance, and savings rate — all in one email.
Rebalancing Reminders
When your allocation drifts beyond your target bands, we'll let you know. No pressure — just a friendly reminder to stay on track.
Goal Tracking
Set financial goals — retirement, home purchase, education — and track your progress toward each one over time.
Data Export
Export your data anytime in CSV or JSON format. Your data is yours — take it with you whenever you want.
Multi-Currency
Support for multiple currencies with automatic conversion. Track global portfolios without the hassle.
Dark Mode
Eye-friendly dark theme for late-night portfolio checkups. Because sometimes you check at midnight.