Simple, honest pricing
Start free and stay free for as long as you like. Upgrade only when you outgrow it.
Free
Track what you own
€0/ month
- Portfolios
How many you can track at once. A portfolio is one account, fund, property or pot of savings. 2 - How far back and ahead
How much time a portfolio may span. On a capped plan, imported entries older than this are skipped, generated plans cannot run longer, and projections stop at this far ahead. 3 years - Periodic reports
Monthly and yearly snapshots of what you owned and what it earned, kept so you can compare one period with another. Not included - Planning simulator
Run your plan through 1,000 possible futures and see the probability of reaching the amount you want, and roughly when — a range of outcomes instead of a single optimistic line. Not included - Compare against an index
Chart your holdings against the S&P 500, Nasdaq 100, a world index and others — the same money, on the same dates, invested in the index instead. Answers "am I actually beating the market?" rather than leaving you to guess. Not included - AI summaries
A short plain-language read of your own numbers — what changed and what stands out — instead of working it out from the charts yourself. Not included - AI assistant questions
Ask the in-app assistant how something works and it answers from the user guides. Available on every plan; the daily allowance is what differs. 10 a day - Allocation targets
Set a target mix across categories, then see how far your actual portfolios have drifted from it and what to add or trim. Not included - Emailed statements
Your monthly and yearly report, sent to your inbox when each period closes — so you read it without having to remember to come and look. Not included - API access & webhooks
For connecting other software to your data: read and write it from your own scripts or tools, and get notified automatically when something changes. Not included
Plus
Understand how it's doing
€5/ month
- Portfolios
How many you can track at once. A portfolio is one account, fund, property or pot of savings. 8 - How far back and ahead
How much time a portfolio may span. On a capped plan, imported entries older than this are skipped, generated plans cannot run longer, and projections stop at this far ahead. Unlimited - Periodic reports
Monthly and yearly snapshots of what you owned and what it earned, kept so you can compare one period with another. Monthly & yearly - Planning simulator
Run your plan through 1,000 possible futures and see the probability of reaching the amount you want, and roughly when — a range of outcomes instead of a single optimistic line. On - Compare against an index
Chart your holdings against the S&P 500, Nasdaq 100, a world index and others — the same money, on the same dates, invested in the index instead. Answers "am I actually beating the market?" rather than leaving you to guess. On - AI summaries
A short plain-language read of your own numbers — what changed and what stands out — instead of working it out from the charts yourself. 20 a day - AI assistant questions
Ask the in-app assistant how something works and it answers from the user guides. Available on every plan; the daily allowance is what differs. 50 a day - Allocation targets
Set a target mix across categories, then see how far your actual portfolios have drifted from it and what to add or trim. On - Emailed statements
Your monthly and yearly report, sent to your inbox when each period closes — so you read it without having to remember to come and look. Not included - API access & webhooks
For connecting other software to your data: read and write it from your own scripts or tools, and get notified automatically when something changes. Not included
Pro
Connect it to your own tools
€9/ month
- Portfolios
How many you can track at once. A portfolio is one account, fund, property or pot of savings. Unlimited - How far back and ahead
How much time a portfolio may span. On a capped plan, imported entries older than this are skipped, generated plans cannot run longer, and projections stop at this far ahead. Unlimited - Periodic reports
Monthly and yearly snapshots of what you owned and what it earned, kept so you can compare one period with another. Monthly & yearly - Planning simulator
Run your plan through 1,000 possible futures and see the probability of reaching the amount you want, and roughly when — a range of outcomes instead of a single optimistic line. On - Compare against an index
Chart your holdings against the S&P 500, Nasdaq 100, a world index and others — the same money, on the same dates, invested in the index instead. Answers "am I actually beating the market?" rather than leaving you to guess. On - AI summaries
A short plain-language read of your own numbers — what changed and what stands out — instead of working it out from the charts yourself. 50 a day - AI assistant questions
Ask the in-app assistant how something works and it answers from the user guides. Available on every plan; the daily allowance is what differs. 200 a day - Allocation targets
Set a target mix across categories, then see how far your actual portfolios have drifted from it and what to add or trim. On - Emailed statements
Your monthly and yearly report, sent to your inbox when each period closes — so you read it without having to remember to come and look. On - API access & webhooks
For connecting other software to your data: read and write it from your own scripts or tools, and get notified automatically when something changes. On
Prices are in euro. The app itself works in whichever currencies you actually use — track any of them side by side and convert between them.
Common questions
- Is the free plan really free?
- Yes. Two portfolios and three years of history, with no time limit and no card required. It is a plan, not a trial. Three years is also how far ahead the free plan projects.
- Do I need a card to sign up?
- No. You only enter payment details if you choose to upgrade to a paid plan.
- Do you connect to my bank?
- Never. Saventa does not ask for your bank credentials and does not connect to your bank. You add your data manually or by uploading a statement your broker gave you.
- What happens if I hit a limit?
- Nothing is deleted. You keep everything you already added — you just cannot add more until you upgrade or remove something.