Use Budget for monthly control, Investments for allocation decisions, and AI Reports when your portfolio needs structured context.
Budget is free. Investments starts with 3 trial reports. No credit card required.
Product
Start with the part of your finances that needs clarity first. Both paths connect into the same decision workflow.
Track income and expenses without losing strategic context. Close months, manage accounts, and categorize with precision.
You want to know where money goes each month.
You need budget vs actual visibility.
You want a repeatable month-close routine.
Visualize buckets, regimes, and long-term portfolio evolution. Track wealth progression with total growth and annual performance.
You want crypto and traditional assets in one view.
You need allocation targets and regime context.
You want reports before rebalancing decisions.
Connected workflow
Proa keeps short-term cash control and long-term allocation in the same operating rhythm.
Track income and expenses without losing strategic context. Close months, manage accounts, and categorize with precision.
Start with BudgetVisualize buckets, regimes, and long-term portfolio evolution. Track wealth progression with total growth and annual performance.
Start with InvestmentsWhen a rebalance or allocation change needs more than a dashboard, generate a structured report based on your portfolio context.
Portfolio-specific recommendations based on your holdings
Market context for allocation and regime decisions
Report history for recurring reviews
Connected decisions
Proa keeps short-term cash control and long-term allocation in the same operating flow, so decisions are made with context instead of isolated dashboards.
Budget explains the month before decisions become reactive.
Investments explain the strategy across wallets, buckets, and regimes.
Reports explain the decision when portfolio context matters.
How it works
Budget explains the month. Investments explain the strategy. Reports explain the decision.
Review planned vs actual income and expenses, then carry a cleaner structure into the next month.
Check wallets, buckets, assets, targets, and current regime before changing allocation.
Use AI Reports to connect holdings, market signals, and next actions.
Use reports and history as decision memory instead of scattered notes.
Choose Budget for monthly control or Investments for allocation decisions. Both paths connect to the same decision system.
Budget is free. Investments starts with 3 trial reports. No credit card required.