Run your finances with clarity.
Track your budget. Monitor investments. Receive AI-powered reports that turn market noise into structured insight.
Free trial. No credit card required.
Product
One workflow across monthly control
and long-term strategy
From execution to strategy — two connected modules.
Monthly clarity
Track income and expenses without losing strategic context. Close months, manage accounts, and categorize with precision.
Structured allocation
Visualize buckets, regimes, and long-term portfolio evolution. Track wealth progression with total growth and annual performance.
Intelligence that turns data into decisions
Generate structured portfolio reports with concrete next steps. Proa analyzes market news alongside your allocations to deliver targeted, actionable recommendations.
Portfolio-specific recommendations based on your actual holdings
Market regime detection to time rebalancing decisions
Structured reports delivered on demand, not dashboards to stare at
Environment
Clarity changes how decisions feel.
Financial decisions shouldn't feel reactive. Proa gives you the structure to act with confidence — on your terms, at your pace.
Decisions made from structure — not urgency.
Full visibility across budget, portfolio, and market context.
AI that supports clarity — never adds noise.
How it works
From tracking to strategy in four steps
Each module feeds the next. Context is never lost.
Track your budget
Log income and expenses. Close months. Build clarity on where capital goes each cycle.
Structure investments
Organize holdings into wallets and buckets. Track progression and allocation percentages.
Generate AI reports
Trigger analysis that connects your budget context with portfolio data and market signals.
Act with context
Make allocation decisions backed by structured insights — not gut feelings or scattered data.
Stop reacting.
Start deciding.
Join investors who replaced scattered tools with one connected financial decision system.
Start free trialFree trial. No credit card required.