Money
Budgeting, investing research, taxes and bookkeeping. Research tools only: no trading bots, no stock picks.
Not financial advice. I list research and money-management tools only. No trading bots, no stock picks.
Categories in Money
Budget & save
@ai’s ChoiceMonarch MoneyMonarch MoneyFrom $14.99/mo
Best designCopilot MoneyCopilot MoneyFrom $13/mo
Best for habitsYNABYNABFrom $14.99/mo
Best valueSimplifi by QuickenQuicken Inc.From $6.99/mo
Best for billsRocket MoneyRocket MoneyFrom $7/moFree plan
Best AI advisorOriginBlend Financial, Inc. (dba Origin)From $12.99/mo
Investing research
@ai’s ChoiceKoyfinKoyfinFrom $49/moFree plan
Best AI analystFiscal.aiFiscal.aiFrom $49/moFree plan
EasiestSimply Wall StSimply Wall St Pty LtdFrom $10.95/moFree plan
Quick answersPerplexityPerplexity AIFrom $20/moFree plan
Best for stocksSeeking AlphaSeeking AlphaFrom $24.92/moFree plan
Best for fundsMorningstar InvestorMorningstar, Inc.From $34.95/mo
Taxes
@ai’s ChoiceTurboTaxIntuit$79Free plan
Best valueFreeTaxUSAFreeTaxUSA$7.99Free plan
Best freeCash App TaxesBlock, Inc. (Cash App)FreeFree plan
Best for helpH&R BlockH&R Block, Inc.$65Free plan
Best for freelancersKeeperKeeperFrom $16.58/mo
Solid alternativeTaxActTaxAct, LLC (a Taxwell company)$59.99Free plan