GET REASON
The goals-first investing assistant you never knew you needed
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
“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.
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.
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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