Is my data private and secure?
Yes. Your data is stored securely in the cloud and synced to your account. AI Advisor questions are sent to Anthropic's API. Nothing is shared, sold or used for advertising. Your data is yours — full stop.
What's included in the free version?
The free version is genuinely useful and never expires. It includes the full dashboard and daily score, tasks and habits, goals with checkpoints, journal, reading tracker, workout log, body tracking, bills and cash flow, debt calculator, and your wealth snapshot. No time limits, no credit card required, no features removed after a trial period.
What do I get when I upgrade to Executive?
Upgrading unlocks every AI-powered feature: the AI Advisor (with full dashboard visibility and live web search), Morning Briefing, AI goal suggestions, AI supplement recommendations, AI workout plan generator, weekly AI performance review, bank statement PDF import, and the Invest intelligence page with live market data for up to 5 custom tickers.
How does annual billing work?
The annual plan is $139 billed once per year — equivalent to $11.58/month, saving you $29 compared to paying monthly. That's 2 months free. You can cancel before renewal and retain access until the end of your billing period.
What happens if I cancel my subscription?
You keep full Executive access until the end of your current billing period, then move back to the free plan. All your data — tasks, journal, goals, workouts, everything — stays intact. You never lose your history, just the AI-powered features.
Does it work on mobile?
Yes. The Executive is a Progressive Web App. Open it in Safari or Chrome on iPhone or Android, tap "Add to Home Screen" and it installs like a native app — no App Store required. Works on desktop, tablet and mobile equally well.
What markets and assets can I track?
ASX stocks (e.g. CBA.AX, BHP.AX), US stocks (e.g. NVDA, AAPL), crypto (BTC-USD, ETH-USD, SOL-USD), commodities (Gold, Silver, Crude Oil), superannuation, property, alternative assets and more. Add any valid ticker symbol. Prices update live from Finnhub and Yahoo Finance.
How does the AI Advisor work?
The AI Advisor is powered by Claude (Anthropic) and has complete visibility of your dashboard — goals, habits, tasks, finances, health data and supplement stack. It also has access to live web search for current market data. Ask it for an honest review, goal suggestions, market insights, or anything you'd ask a world-class personal advisor.
Can I export my data?
Yes. From the Profile page you can export your transactions, workouts, journal entries, goals, tasks and score history as CSV files at any time. Your data is never locked in.