Ascend

Locked

Create an account anytime

Ascend shows what you are worth. Not what you spent on coffee.

Track brokerages, manual accounts, real estate, and self-custody crypto in one private dashboard. Read-only brokerage connections. Keyless crypto. Your data is never sold.

TradFi + crypto No private keys Ask AI about your own portfolio Read-only connections where supported

Create an account

Ascend is a privacy-forward financial dashboard. Create an account to track your whole net worth.

Ascend Illustrative preview

Net worth $579,820 +$12,820 · 2.3% this month

Investments$281,77049%

Home equity$222,00038%

Keyless crypto$63,21011%

Cash$12,8402%

Ask Ascend

“What changed this month?”

One dashboard. Three jobs.

Track. Trust. Understand.

Track

See connected brokerages, manually entered bank and retirement accounts, property, debts, and public-address wallets together. Connection freshness and estimates stay visible.

Trust

Read-only brokerage connections. Ascend does not store brokerage credentials, never needs crypto private keys, and cannot trade or move money. Your data is never sold.

Understand

Ask Ascend analyzes the data available in your dashboard and explains what changed. It cannot trade, transfer, or modify your accounts.

Read-only explanations

Ask questions about your own financial picture.

Ask Ascend analyzes your connected data and explains what changed — read-only, informational, and never able to trade, transfer, or modify your accounts.

Informational only — not financial, investment, legal, or tax advice.

What changed this month? Why is my net worth down? Where am I concentrated? Which holdings moved the most? How did my portfolio perform apart from new deposits?

Early access pricing

Start with the essentials. Connect more with Pro.

Pricing is early-access pricing and may change prospectively. Current members see the price before checkout.

Free$0

Keyless public-address crypto wallets
Manual assets, debts, and real estate
Manual bank and retirement accounts
Net-worth history and projections
15 Ask Ascend messages per month

Automatic brokerage sync is not included.

Pro$12.99/mo

Unlimited automatic brokerage sync
Manual bank and retirement accounts
Unlimited Ask Ascend on the smarter model, plus the Weekly Rundown
Returns vs. the market, Signal, and podcast call transcripts
A 10-stock Watchlist with confirmed dates and relevant briefings
Advanced Plan tools to compare more scenarios and model taxes and Roth conversions

First-time Pro subscribers get 7 days free; card required, then $12.99/month or $99/year unless canceled.

Plan

Project whether your money lasts — and what changes it.

Chance it lasts to 95

—

Age 95 is the plan horizon

Median ending balance

—

We run 500 market paths from the accounts included below. The band is a typical range; the line is the middle outcome. About 5% average real return with year-to-year swings. A guide, not a guarantee. Informational only — not financial, investment, legal, or tax advice.

Current age Retire at Saving / month Spending / year

Starting guesses — change them to match you.

Social Security / year Other income / year

Reduces how much you need to withdraw in retirement. With Model taxes on, Social Security tax can be included.

Paycheck contributions

Salary / year Your contrib % Employer match % Salary growth %/yr

When salary is set, Saving / month is derived from contrib + match (match capped at your %). Raises stack on top of growth.

One-time goals

Other cash events

Return assumptions

Working avg return % Working volatility % Retirement avg return % Retirement volatility %

Real (inflation-adjusted) assumptions. Defaults are 5% average with 12% year-to-year swings in both phases.

Untick anything — an asset or a debt — to leave it out of the starting balance above (e.g. a home you won't sell, along with its mortgage).

Model taxes

Estimate what you'll actually keep after tax in retirement.

Saved scenarios

Tap to load · tick 2+ to compare.

Ascend

Ascend

Start with one account

What changed

Trend

Allocation

Unlinked recently

Still importing

Hidden from your number

Connections

Returns vs the market

Separate performance from deposits

Holdings

What deserves attention

Your stock calendar

Watchlist Pro

Reports

Your briefings are quiet

Your reports

Research a stock

Research a stock

Bull case

Bear case

What matters to your holdings

Plan

Settings

Command center

Checking…

Needs attention

At a glance

Revenue & unit economics

Spend

Members

Feature adoption

Members

Account

Trust & support

Ascend

Ascend shows what you are worth. Not what you spent on coffee.

Track. Trust. Understand.

Track

Trust

Understand

Ask questions about your own financial picture.

Start with the essentials. Connect more with Pro.

Account access

Start with one account

What changed

Trend

Allocation

Accounts

Crypto

Assets

Liabilities

Unlinked recently

Still importing

Hidden from your number

Connections

Returns vs the market

Separate performance from deposits

Holdings

What deserves attention

Your stock calendar

Watchlist Pro

Reports

Your briefings are quiet

Your reports

Research a stock

Research a stock

What matters to your holdings

Podcast summaries

Broader market

Plan

Settings

Checking…

Needs attention

At a glance

Revenue & unit economics

Spend

Members

Feature adoption

Members

System health

AI controls

Operator digest

Pipeline status

Catalyst health

Catalyst sources

Catalyst tips

Forward IR

Exception queue

Billing

Spend

Profitability

Funnel

Interaction performance

Growth

Invite members

Perk engagement

Audit log

DeFi backlog

Account

Trust & support

Ask Ascend

What Ascend remembers

Account

Quick actions

Ascend Pro

Inbox

Your weekly Rundown

X Signal

Plan

Episode

Follow podcasts

Stock

Members