For Individuals

Finally, a complete picture of your financial life

You have a 401(k) here, a savings account there, maybe some investments, a mortgage, student loans... and no single place that ties it all together. Fingro brings everything into one view and puts an AI companion named WelX to work understanding your full financial context — so you can make better decisions without becoming a spreadsheet expert.

What's Inside

Everything you need, nothing you don't

Fingro is built for real people managing real financial complexity — not just the ultra-wealthy, and not just the simple cases.

A real-time, unified net worth picture connecting all your accounts.

See every account, asset, and liability in one place. Fingro connects to your banks, brokerages, and lenders to build a real-time picture of where you stand.

  • 24-month net worth trend
  • All asset classes tracked (cash, real estate, crypto)
  • Asset vs. liability breakdown charts
  • Momentum & risk warning flags
  • Peer benchmarking by income/age
  • 3-month sensitivity forecasting
Real Complexity

Built for the way real finances work

Whether you're a dual-income couple, a freelancer with a side gig, or someone managing rental properties alongside a W-2 job, Fingro handles the complexity.

Multiple income sources (W-2, 1099, freelance, rentals)
Joint finances with your spouse — included at every tier
Investment portfolios across multiple brokerages
Debt payoff tracking across student loans, mortgage, and credit
Tax-loss harvesting opportunities surfaced by WelX
Works alongside your CPA, never replaces them

FINGRO

AP

Intelligence

Deep dive into your finances · Wealth

Ask WelX
Cash FlowSpendingWealthTax

What-If Scenarios

Biggest lever

Cut spending 15%

+$18.4k/yr

Boost income 10%

+$12.1k/yr

Optimize investments

+$9.6k/yr

Accelerate debt

+$7.2k/yr

Portfolio

$358,910

Cost Basis

$328,400

Gain / Loss

+$30,510

Return

+9.3%

Asset Allocation

ETFs
60.3% · +12.0%
Equities
28.4% · +8.1%
Cash & Equiv.
11.3% · +4.2%
Individual Pricing

Solo or with a spouse. Pick your fit.

Individual for solo earners. Couple includes your spouse at no extra cost. Annual billing saves 20% on either.

MonthlyAnnualSave 20%

Individual

$23.99/mo

Billed annually · Save $72/year

For solo earners — W-2, 1099, gig, or investor

  • All connected accounts
  • Net worth & health tracking
  • WelX AI companion
  • Cash flow & spending intelligence
  • Tax position estimates
  • Financial reports (PDF/CSV)
  • Document vault
  • Smart actions
Most Popular

Couple

$31.99/mo

Billed annually · Save $96/year

Spouse included. Joint or separate filing.

  • Everything in Individual
  • Spouse included — no add-on
  • Joint household net worth & cash flow
  • Filing-status-aware tax estimates (MFJ / MFS)
  • Shared vault with per-document access

Ready to see your full picture?

Bring every account into one dashboard and put WelX to work on your household finances — spouse included.