Bring personal money, investments, plans, and shared finances into one clearer view.
Essential Personal is freemium and includes basic tools across Personal, Household, Planning, and Investor. Paid plans unlock deeper capabilities, more users, and additional environments.
One path through your own numbers.
See what arrives, what leaves, and what repeats each month.
Budgets, subscriptions, debt balances, and credit information you track in one place.
Assets, liabilities, and insurance records combined into a single current view.
Holdings, allocation, dividends, performance, concentration, and watchlists.
Forecasts, retirement planning, and scenarios based on assumptions you set.
Shared budgets, expense splitting, and goals with permission based access.
Credit and tax features are tracking, estimation, and insight tools, not regulated advice. Brokerage and bank connections are available where supported and subject to provider availability. Forecasts are planning tools based on assumptions, not guarantees.
Activate only what you need.
AI that assists. You remain responsible.
AI supports review and decision making inside FiscoPoint. It does not replace professional judgment.
AI output is advisory and informational. It may be incomplete or incorrect. Confirm calculations, classifications, legal terms, and tax treatment with qualified professionals for your jurisdiction before relying on them.