yourfinance

Pricing

Buy it once. Keep your records.

One-time prices, no subscription. Every tier runs the same accounting: Beginner's adjusted basis is the same code as Pro's. The demo is free and does not expire. Keys are verified on your computer and nothing is sent anywhere.

Demo

Free

no time limit · no account
  • Everything visible, with a sample workspace pre-loaded.
  • Up to 5 positions, 1 portfolio, 3 coins.
  • No CSV import, no exports, no reports; a Demo watermark on printable views.
  • Upgrade in Settings: paste a key, drop a key file, or open an activation link.
Download the demo

Beginner

$20

one time · updates through 1.x
  • One portfolio, one account, unlimited positions.
  • Stocks and ETFs, plus crypto spot holdings for the top-20 list and any CoinGecko id; opt-in prices.
  • Covered calls and cash-secured puts one leg at a time: sell, close, expire, assign, called away, with premium-adjusted basis kept to the cent.
  • Decision Desk, weekly review, income summary (realised vs. open premium).
  • Import: yourfinance templates, IBKR Activity/Flex CSV, DEGIRO, Trading 212 CSV, Trade Republic CSV.
  • Backups, restore, CSV and PDF export, local notifications, sample workspace, glossary.
Buy Beginner — $20

Pro

$50

one time · updates through 1.x
  • Everything in Beginner.
  • Unlimited portfolios and accounts.
  • Multi-leg atomic rolls, the scenario engine (hold / close / roll compared before anything is recorded), operating-policy rules with numerical pass/warn/block, immutable decision records with stale detection.
  • Trade journal and expectancy; portfolio exposure and shock scenarios.
  • Research ledger and Ticker Intelligence with your own OpenAI / OpenRouter / Ollama key.
  • Connectors: read-only broker and exchange fetches with your own keys, manual refresh, into the same preview → confirm import.
  • Tax-lot and cycle exports (CSV, HTML, ICS), income calendar.
  • Priority support (48-hour reply).
Buy Pro — $50

The first 100 Pro buyers get lifetime updates, not just 1.x. It costs nothing today and turns early buyers into the people who post screenshots.

Why these lines

Quantity caps (portfolios, accounts) and analysis depth (rolls, scenarios, policy, connectors) are what every comparable product splits on. Correctness is never gated. The things a beginner needs to learn — one leg, one account — are in Beginner; the things that only matter once you run several names in several accounts are in Pro, and that is exactly when someone starts calling themselves Pro.

Not for sale, deliberately

  • Broker login or automatic trading. Connectors are read-only and use your own keys; you place the orders.
  • Streaming market data, screeners, or trade ideas.
  • Your data. There is no account and no server holding your records.

A sync add-on for brokers without an API may come later as a subscription, and only if enough Pro customers ask for a specific broker.

Refunds: see the terms.