PersonaliFI
Track Your Path to Financial Independence
PersonaliFI helps you monitor your net worth, investments, and progress towards your retirement goals — all in one simple dashboard.
Everything You Need to Track Your Finances
Daily Bank Syncing
Automatically sync with your bank accounts daily to pull the latest balances. Stay up-to-date without manual entry.
Complete Asset Tracking
Track all your assets, liabilities, investments, and bank accounts in one unified dashboard.
Manual Account Support
For banks that don't connect with Plaid, easily track balances manually with a few clicks.
Investment Calculator
Project your investment growth and plan for retirement with our built-in investment calculator.
Simple Pricing
Monthly Subscription
Track your complete financial picture with automatic syncing, investment projections, and unlimited accounts.
Subscription Includes:
Simple Monthly Pricing
$2.99
/month