Personal finance, all in one place

Financial freedom starts here.

Paiso brings your net worth, investments, budgeting, taxes and life planning into one private, secure place — so you always know where you stand and where you're headed.

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Everything you own, working together

Stop stitching spreadsheets and apps together. Paiso connects the whole picture.

Net worth at a glance

One dashboard for every account — cash, investments, property and debt — with your net worth trended over time.

Investments & portfolio

Track holdings and trade history with tax-lot accounting, sell-tax estimates, dividends/DRIP, splits and stock options.

Budgeting & transactions

Budgets with rules, auto-categorized transactions, and CSV/OFX import so your spending stays organized effortlessly.

Taxes & guidance

Estimate what you'll owe, check safe-harbor, and see what selling an investment would cost — before you sell.

Life planning

Map goals and life events on a timeline and stress-test your plan with Monte Carlo retirement projections.

529 & property

Follow college-savings 529 plans, mortgages and property values alongside everything else you own.

Private by design

Your finances are yours. Paiso protects them with strong password hashing, two-factor authentication, and encrypted backups you can download anytime.

  • Two-factor authentication
  • Argon2 password hashing
  • Encrypted data export
  • You own your data

Take control of your money today

Start free in minutes. Upgrade whenever you're ready for bank sync, taxes and planning.