Calm, durable wealth—without giving up your curiosity.
SwanVista unifies your finances, adds behavioral guardrails for active ideas, and delivers an elegant Monthly Wealth Brief—so compounding wins.
"The first tool that made me relax about my portfolio."
— Private beta user
Built for calm compounding
Four pillars that keep your wealth plan on track
SwanScore™ clarity
Understand what moves your number—savings rate, fee drag, liquidity, diversification.
Learn more →Discretionary Sleeve
A sandbox for ideas with rules: cap, brakes, profit skim, per‑trade max.
Learn more →Private by design
Read‑only connections, minimal scopes, export anytime. No ads, no data sales.
Learn more →How it works
Four simple steps to clarity and control
Set goals
Retirement, house, emergency fund—define what matters.
Define your Sleeve
Default guardrails: 5% cap, −20% loss brake, 50% profit skim, per‑trade ≤1% liquid NW.
Bring accounts
Secure, read‑only connections or CSV upload.
Get your Brief
A monthly snapshot with clear next steps.
Elegant clarity, every month
Your dashboard and Monthly Wealth Brief work together to keep you focused
Dashboard
Monthly Wealth Brief
Simple, transparent pricing
Founder's pricing for early access. Cancel anytime.
All plans include a 14-day free trial. No credit card required.
Trust & Security
Your privacy is non-negotiable. We built SwanVista with security and transparency at the core.
Read‑only by default
We never request write access to your accounts.
Minimal scopes
Only the data needed to calculate your score and Brief.
Export anytime
Download all your data as CSV or PDF with one click.
Clear data policy
No ads, no selling data. Simple, respectful notifications.
Frequently asked questions
Everything you need to know about SwanVista
Ready to raise your SwanScore?
Join the early access list and start building calm, durable wealth.
Get Early Access