Calm, durable wealth — without giving up your curiosity.
Swanvista unifies your accounts, contains active trading inside rules-based sleeves, and sends an elegant Monthly Wealth Brief — so your plan compounds quietly.
No card required · 14-day trial · Read-only by default
"The first tool that made me relax about my portfolio."
— Private beta user
The product
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.
Contained sleeves
Split your wealth into sleeves with targets and risk rules, so active trading stays contained—not your whole plan.
Monthly Wealth Brief
A first‑Friday PDF that keeps you focused on the right next step.
Private by design
Read‑only connections, minimal scopes, export anytime. No ads, no data sales.
Getting started
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.
Your monthly ritual
Elegant clarity, every month
Your dashboard and Monthly Wealth Brief work together to keep you focused.
Dashboard
Monthly Wealth Brief
Pricing
Simple, transparent pricing
Founder's pricing for early access. Cancel anytime.
Free
- Manual accounts & net worth
- Sleeve calculator
- Basic allocation dashboard
- DCA tracker
Investor
- Everything in Free
- Full sleeve dashboard
- Core vs active allocation
- Contribution planner
- Net worth trend
Active Investor
- Everything in Investor
- Risk‑budget guardrails
- Over‑risk alerts
- Active vs passive performance
- Rule‑violation tracking
Advanced
- Everything in Active
- Broker import & sync
- Options exposure analytics
- Tax‑aware warnings
- What‑if comparisons
All plans include a 14-day free trial. No credit card required.
Privacy first
Trust and 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
Early access
Ready to raise your SwanScore?
Join the early access list and start building calm, durable wealth.