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.