Start free. Upgrade to Fortûn Pro when you want bank syncing, Monte Carlo simulations, and the full toolkit. One subscription covers your whole household.
Everything you need to start building your plan.
$10.83/mo equivalent — 2 months free
Covers your whole household — your partner joins at no extra cost.
Your subscription pays for access to Fortûn’s software and tools — not for financial, investment, tax, or legal advice. Fortûn is not a registered investment advisor.
| Feature | Free | Pro |
|---|---|---|
| Financial dashboard & net worth overview | ||
| Manual balance sheet & account entry | ||
| Goal setting & milestones | ||
| Five Pillars checklist overview | ||
| Live bank & investment account syncing (Plaid) | — | |
| Step-by-step guided financial checklists | — | |
| Advanced Monte Carlo retirement simulations | — | |
| Customizable return assumptions & stress tests | — | |
| Social Security & survivor planning | — | |
| Tax calculator & optimization tools | — | |
| Portfolio analysis & rebalancing | — | |
| Net worth forecasting & scenario modeling | — | |
| Life insurance & estate planning tools | — | |
| All financial calculators unlocked | — | |
| Debt & budget trackers | — | |
| Household sharing with collaborators | — |
Fortûn Pro is $12.99/month or $129.90/year and broader than Monarch, with all five pillars in one plan. One subscription covers your whole household; your partner joins at no extra cost.
No. You can skip bank linking entirely and enter your balances by hand. Sync through Plaid is optional and available whenever you want it.
No. Fortûn is not a registered investment advisor. Your subscription pays for access to Fortûn’s software and tools — not for financial, investment, tax, or legal advice. AI helps with transaction categorization and insights — it does not give personalized investment, tax, or legal advice.
Never. Your data is isolated to your household and is never sold. See our Privacy Policy for the details.
Yes. Cancel from the app at any time and keep access through the end of your billing period. No phone calls, no friction.
Free to start. No credit card. Upgrade to Pro anytime.
Bank login handled by Plaid. Prefer manual entry? Skip linking entirely.