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The goals-first investing assistant you never knew you needed

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Ditch the spreadsheet. Stop doing mental accounting. Never open multiple apps to check your investments again. 

1

Free Download

Sync an account and create goals for free

2

View all of your stocks, ETFs, and crypto in one place

Linked Investments

3

Track and achieve your unique investing goals

Success Focused

Meet our Financial Hero

David Johnson

The most-decorated U.S. winter athlete 

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“In both sports and finance, you need the right tools to track your progress.” 

Featured individual is a paid financial
hero, for information click here

Goal Based Investing

Sync Accounts

View all of your stocks, ETFs, crypto, and more in one place.

Define your reasons for investing. Create goals for everything from a vacation to retirement.

Divide and Conquer

Assign investments from any account to any goal.

CONNECT ACCOUNTSDEFINE GOALSORGANIZE INVESTMENTS

Create Reasons

People are choosing Reason. Here's Why.

Rating on Apple
App Store 

As of 1/31/22

4.7

3.2+

Tools Users

As of 1/31/22

Million

“… Personal Capital is the tool to beat.”

As of 2019 

“Best for Portfolio Management.”
— Investopedia

As of 2020

$22.4

Assets Under
Management

As of 1/31/22

Billion 

“Best Budgeting App
for Investors 2021.”

As of 2021 

Security is one of our top priorities

Your passwords are safe.

Rest assured that once your accounts are linked, we delete all your credentials from our systems.

Rated “A+” Encryption Technology

According to the world-renowned Qualys SSL Labs, a leading authority on internet security research. 

Minimize Your Risk of Compromise

Fewer sites used to access your financial accounts means fewer opportunities for hackers to attack and steal your passwords. 

We stand by our security.

We operate a year-round private bug bounty program to ensure that any bugs in our system are found by us first. 

We use multiple layers of security in every component of our systems to keep your accounts secure, money safe, and information private. 

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Personal
Finance Guides

The Average 401k Balance By Age

401k Withdrawal Rules: How to Avoid Penalties 

© 2022 ReisUP, Inc.

Use Reason to:

Define your investing goals

View all of your investments in one place

Divvy investments up by goal

Simulate and track your success

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