OfferNew users get 50% off Klaris Pro with code WELCOME50 (limited time)
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Intelligent Personal Finance

Your finances,
crystal clear.

Stop downloading CSVs, copy-pasting numbers, and fixing broken formulas. Klaris automatically unifies your accounts, monitors your asset allocation, and stress-tests your future life plans, so you can make decisions, not spreadsheets.

Klaris Dashboard
Get Started in Minutes

Up and running in 3 steps.

01

Connect your accounts

Link your bank accounts and brokerages once with Plaid's secure, read-only connection. 12,000+ institutions supported. Takes under 2 minutes.

02

Klaris syncs daily

Every morning, Klaris automatically pulls your latest holdings, transactions, and balances — no manual data entry, ever.

03

Get clarity & act

See your net worth, health score, rebalancing trades, and AI insights — all in one dashboard. Finally know exactly where you stand.

Automated Syncing

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 your assets
Automated Syncing
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Holistic Wellness

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
Financial Health Report
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Automated Rebalancing

Stay perfectly allocated.

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.

Custom target allocations for your portfolio
Exact buy/sell trade recommendations
Minimize drift and reduce emotional investing
Rebalance Analysis 1Rebalance Analysis 2
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Total Visibility

Follow every dollar.

See exactly where your money goes each month. Smart categorization, month-over-month comparisons, and budget tracking put you in control of your cash flow.

Automated AI-powered categorization
Month-over-month spending comparison
Budget tracking against your financial plan
Spending Analysis 1Spending Analysis 2
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Meet Klara, your personalized AI Financial Assistant.

Klara isn't a wrapper around a generic chatbot. It's a custom-built AI model purpose-engineered for personal finance — deeply integrated with your accounts, transactions, investments, financial plan, and goals. Every response is grounded in your real data, not internet-scraped generalities.

Ask Klara to analyze your spending trends, stress-test a retirement scenario, identify savings opportunities, or explain why your health score changed — and get answers instantly.

Custom model optimized for financial reasoning and analysis
Deep, individual knowledge of your complete financial picture, grounded in your real data
Proactive AI health insights delivered to your dashboard
AI Financial Assistant
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Scenario Planner

See your financial future.

Don't just project your wealth — shape it. Create multiple "what-if" scenarios side-by-side to model the lifetime impact of retiring early, buying a home, or shifting your assets. Our Monte Carlo engine simulates thousands of market histories to compute real success rates for every path.

Side-by-side scenario cards with success rates & median ending wealth
Custom life events: Social Security, pre-Medicare healthcare, and custom cash flows
Interactive glide paths: Define custom stock-to-bond allocation targets over time
Interactive Scenario Planner 1Interactive Scenario Planner 2Interactive Scenario Planner 3
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Why Choose Klaris

Better than your best spreadsheet.

Investor-grade analytics, automated syncing, and perfect rebalancing mathematics — without the #REF! errors.

Perfect Rebalancing

We calculate the exact trades needed to get your portfolio back to its target allocation, factoring in all your accounts.

Privacy First

Your financial data is sensitive. We use bank-grade encryption and unlike competitors, we never sell your data to advertisers.

Always Up to Date

No more manual data entry. Klaris syncs your accounts daily so you always know exactly where you stand.

FeatureKlarisSubscription AppsSpreadsheets
Automated Syncing Yes Yes
Manual Data Entry
Rebalancing Math Automated Trades
Limited
Complex Formulas
Investment Simulation Monte Carlo
Basic
Very Hard
Custom Asset Allocation Granular Control
Limited
 Yes
Privacy & Data Never Sold
Varies
Local Only
Got Questions?

Frequently asked questions.

Transparent Pricing

Plans tailored to your wealth journey.

All plans include a 30-day free trial on Stripe. Cancel anytime with a single click.

Klaris Pro

Complete automated asset tracking and AI-powered forecasting.

$6.99/ monthSave 33%
Billed annually ($83.99/year)
or $9.99/moif billed monthly
50% off your first year ($41.99/yr) with code WELCOME50
  • 30-Day Free Trial (No charge today)
  • Unlimited automated Plaid bank & brokerage sync
  • Interactive Klara AI Assistant (Deeply personalized)
  • Monte Carlo projections & Retirement forecast engine
  • Automated portfolio drift detection & suggested rebalancing trades

Elite Founder's Club

Permanent lifetime access for early supporters. Zero recurring fees.

$249one-time
Only 100 of 200 founder spots remaining at this price
  • Everything in Pro, in addition to:
  • Lifetime permanent access (never pay a subscription fee again)
  • Direct private Discord access to the founders
  • Roadmap input & priority beta access to new features
Free Tools — No Sign-Up Required

Try before you commit.

Explore our free financial planning tools — no account needed. Run a Monte Carlo retirement simulation right now, then save your plan when you're ready.

Retirement Scenario Calculator

FREE

Monte Carlo simulation · No account needed

Enter your age, portfolio, and contributions to run a Monte Carlo simulation across 1,000+ market scenarios. Add Social Security, healthcare costs, retirement spending, and custom life events. Create side-by-side “what-if” scenarios and get a shareable link to your exact simulation.

  • Monte Carlo simulation across 1,000 market paths
  • Model Social Security, healthcare, and custom events
  • Side-by-side "what-if" scenario comparisons
  • Shareable link — no account required

More Tools

COMING SOON

Portfolio rebalancer · Budget planner · more

We're building a full suite of free financial planning tools. Sign up to be notified when new tools launch.

Your wealth deserves better tools.

Stop managing your finances in spreadsheets. Join investors who track their net worth, rebalance their portfolios, and plan their retirement with Klaris — all in one place.