Your AI financial planner

Build a financial plan in minutes, for free.

Stoic Finance financial planning dashboard

Build your plan in minutes

Stoic Finance walks you through creating your plan step by step. Once set up, changes are just a chat away.

Build your plan in minutes

An entire suite of personal financial intelligence

AI advisor

Get personalized advice for all of life's financial questions.

Cash flow tracking

Track income and spending across all your accounts, any way you like.

Net worth tracking

Link accounts, upload CSVs, drop in PDFs, manually edit balances. It just works.

Private and secure

Best in class privacy & security

Encrypted

Your data is encrypted at rest and in transit to and from our servers.

Anonymized

We use aggregated, anonymized data for internal analytics only.

Secure

We never see or store your bank credentials. We use trusted providers for all connections.

Plan, forecast, optimize your entire financial life