Retire your spreadsheets.

Stop wasting hours downloading CSVs and fixing broken formulas. Link your brokerages and bank accounts once, and Klaris automatically syncs your holdings, transactions, and net worth every single day.

Real-time net worth and asset tracking
Secure, read-only Plaid integration
Consolidated view of all assets

Your Financial Check-Up.

Get a comprehensive analysis of your financial wellbeing across spending, savings, emergency fund, and retirement readiness. Klaris identifies what's working and surfaces AI-powered recommendations to strengthen your position.

Personalized Health Score across 5 dimensions
AI-generated actionable recommendations
Retirement success probability via Monte Carlo simulation

Stay perfectly allocated with automated Bogleheads rebalancing.

Tell us your target asset allocation, and Klaris automatically detects when your portfolio drifts. We'll tell you the exact trades to make across your accounts to get back to your desired balance—no manual math required.

Meet Klara, your personalized AI Financial Assistant.

Klara is a custom-built AI model purpose-engineered for personal finance. Ask Klara to analyze spending trends, stress-test retirement scenarios, or explain why your health score changed.

Plans tailored to your wealth journey.

Klaris Pro (Annual): $6.66/month (billed annually as $79.99/yr) - Includes 30-Day Free Trial
Klaris Pro (Monthly): $9.99/month - Includes 30-Day Free Trial
Elite Founder's Club: $249 one-time payment - Lifetime permanent access