Total net worth
$1,284,502.47
$24,381 · 2.4%last 30 days
1W1M3M1YALL
Cash
$82,412
+1.1%
Invested
$954,338
+3.8%
Real estate
$630,000
—
Debt
−$382,120
−0.3%
The financial OS
for a serious life.
Built for families, founders, and professionals with real money to manage. Stackr unifies every account, models your future, and hands you a coach that reads your actual numbers before it answers.
Trusted by 4,200+ families and founders
Priya Khanna
Consultant · mother of two
Tracks $680k across 6 accounts · 2 kids · targeting $2M by 55
Stackr Coachjust now
You can fund $23,000 into your 401(k) this year — adds $340k to your retirement at 60.
Net worth · +30d
+$24,381
app.stackr.com / overview
Connects to 12,000+ institutions, including
Chase
Schwab
Vanguard
Fidelity
Capital One
Wells Fargo
American Express
Robinhood
$4.2B
tracked across users
12,000+
financial institutions
99.1%
AI categorization accuracy
14.2 min
average setup time
Marcus Trevelyan
Tracks $4.2M across 11 accounts
Overview
Every account. One number.
Stackr reconciles every checking account, brokerage, 401(k), mortgage, and crypto wallet into a single canonical net-worth figure — updated on every sync, down to the cent.
- Connects to 12,000+ institutions via bank-grade APIs
- Historical net worth reconstructed for up to 24 months
- Read-only access — Stackr never moves money
- SOC 2 Type II · 256-bit encryption
Net worth · last 12 months
+$118,402
Liquid
$130,412
Invested
$954,338
Real estate
$630,000
Stackr Coach
Reading all 8 accounts
Claude Opus 4.6
If I max my 401(k) starting next month, when can I retire?
Reading Vanguard 401(k) · Running Monte-Carlo
Your current 401(k) is $341,208. Maxing contributions at $23,000/yr plus your employer match of $8,200, at a blended 6.8% expected return — you reach $2.4M by age 58.Sustainable withdrawal at 4% = $96k/yr. That's 2 years earlier than your current trajectory.
Vanguard 401(k) · Apr 14Employer match · W-210Y Treasury
Ask about any account, goal, or projection…
James Whitman
Asks the coach before every quarterly review
AI Coach
Answers grounded in your actual numbers.
Every response is computed against your live balances, transactions, and projections — cited to the account, dated to the minute. Not training data. Not averages. Not generic advice.
- Cites the exact account and date of every number
- Runs live projections and simulations on demand
- Remembers context across sessions
- Powered by Claude Opus 4.6
Designed for real life
Money isn't abstract. It's dinners, tuition, a first home, a parent getting older.
Stackr runs quietly in the background so the system keeps working while you live the life it's funding. Every decision — a refinance, a tuition bill, a sabbatical — answered against your real numbers.
Priya Khanna
Retiring in 2041 with 91% confidence
Retirement
Ten thousand futures, computed.
Real Monte-Carlo projections across historical return distributions — not a single-line forecast pretending to be the truth. Understand the full range of outcomes your portfolio can produce.
- 10,000 simulations across historical return distributions
- Adjustable contribution, withdrawal, and allocation
- Roth vs. traditional modeled side-by-side
- Updates on every market close
Retirement projection · age 60
$2,148,902
91% probability of hitting target
P10
$1.4M
P50
$2.1M
P90
$3.1M
Confidence
91%
The full picture
Twelve modules, one surface.
A glance at four of the rooms inside Stackr. Each pulls from the same canonical ledger, so numbers reconcile across every view.
Budget
Multi-timeframe budgets with mid-cycle reforecast.
April 2026$7,522 of $9,740 spent
Housing$3,200 / $3,750
Food$892 / $1,440
Transport$410 / $1,000
Savings$1,900 / $2,000
Discretionary$1,120 / $1,550
Goals
Exact monthly math to hit each target by its date.
Down payment
by Oct 2027
68%
$205k / $300k
Emergency fund
by Jul 2026
94%
$47k / $50k
Europe 2028
by Jun 2028
32%
$5k / $15k
Investments
Consolidated portfolio across every brokerage.
Portfolio value
$954,338
+$36,402 · 3.8% MTD
Equities60%$572,603
Bonds24%$229,041
Alternatives16%$152,694
Transactions
Auto-categorized and fully searchable.
Apr 14Whole FoodsGroceries−$127.43
Apr 13Delta AirlinesTravel−$482.00
Apr 13Stripe payoutIncome+$12,400.00
Apr 12PG&EUtilities−$184.22
Apr 11Apple StorageSubscriptions−$9.99
Apr 11Schwab · dividendInvestment+$284.50
The alternatives
Where Stackr sits in the market.
The other apps are expense trackers with good-looking charts. Stackr is a planning system with a coach.
Capability
Stackr
Monarch
YNAB
Rocket
Unified net worth across accounts
AI counselor grounded in your data
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Monte-Carlo retirement projection
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Year-round tax estimates
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Self-employment / multi-entity support
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Surviving-spouse continuity plan
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Auto-categorization > 99% accurate
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Zero-based budgeting
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In their words
Built for people who already manage a lot of money.
"I run three LLCs. Stackr is the first thing that let me see the whole picture — personal and business — without spreadsheets."
Marcus Trevelyan
Founder · Brooklyn
"The quarterly tax module pays for the product twice over. No more surprise checks in April."
Priya Khanna
Consultant · Austin
"My financial advisor asked what software I was using. I told him it was doing his job."
James Whitman
Surgeon · Minneapolis
As seen in
ForbesTechCrunchThe Wall Street JournalBloombergFast Company
Pricing
Two plans. No feature gating.
Start free for 14 days. Cancel anytime. The only difference between plans is multi-entity support for entrepreneurs.
Personal
$12/ month
For individuals and couples
Start 14-day trial- Unlimited account connections
- All 12 modules
- AI coach · unlimited queries
- Monte-Carlo projections
- Tax estimates · quarterly + annual
- Surviving-spouse continuity plan
MOST POPULAR
Entrepreneur
$24/ month
For self-employed and small business
Start 14-day trial- Everything in Personal
- Multi-entity accounting
- Self-employment tax + 1040-ES
- Revenue forecasting
- Expense / mileage tracking
- Priority support
Start with your first account.
Connect in under two minutes. 14 days free. No credit card.
SOC 2 Type II·256-bit encryption·Read-only access·Your data is never sold