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Smarter money. Cleaner decisions.
The finance hub that actually moves you forward.
Investify unifies budgets, accounts, investments, calculators, and learning in one workflow. Track everything, run the numbers, and level up from beginner to advanced.
Private by design
Fast & intuitive
Actionable insights
Net Worth
$128,304+2.4%
30 days
Cash Flow
+$1,380+$210
This month
Savings Rate
24%
Target 25%
Risk
3.4 / 10
Balanced
Portfolio Momentum
Allocation
Everything you need to manage money with confidence
Financial Tracker
All accounts, one dashboard
Assets, expenses, and revenue with crystal KPIs, rules, transfers detection, and CSV import.
Calculators
Numbers you can trust
Mortgage, compound, CAGR, retirement, DCA and DRIP—fast answers with clear assumptions.
Investing 101
Beginner-friendly guides
Top stocks by sector, risk-based sample portfolios, and tax-advantaged accounts.
Advanced (Pro)
Step into strategy
Options, factor tilts, active trading, algos, and premium case studies.
Certification
Learn by doing
Structured lessons, quizzes, XP and mock exams to build real competency.
Privacy & Speed
Own your data
Runs on your WordPress site—fast, secure, and purpose-built for decisions.
Financial Tracker — crystal-clear visibility
Spending by Category
What you’ll get
Unified accounts & balances
Time-weighted returns & allocation
Budgets, goals, and alerts
CSV import with smart mapping
Rules to auto-categorize
Clean exports when you need them
Financial Calculators — quick, reliable answers
Mortgage
Monthly payment, payoff timeline, and amortization—clear as day.
Compound interest
Project future value with contributions. See the curve.
CAGR
Measure true performance across any timeframe.
Retirement target
Back into the contributions required to hit your number.
DCA & DRIP
Simulate dollar-cost averaging and dividend reinvestment.
Loan payoff
Build payoff plans that match your cash flow and risk.
Ready to see everything clearly?
Start with the Financial Tracker, explore the calculators, and follow the guided path. Upgrade anytime for Advanced strategies and certification prep.