Everything you need to manage money

From your first budget to a full retirement plan — Paiso grows with you.

Net worth at a glance

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

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

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

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

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

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

Connect banks and brokerages through Plaid to keep balances and transactions up to date automatically.

Share a household view with a partner so you're planning from the same complete picture.

Argon2 password hashing, two-factor authentication, and encrypted, downloadable backups. Your data stays yours.