Clerc · Goodbye overwhelm. Hello clarity.
Automate your finances. Simplify your life.
Your net worth, portfolios, safety net, and budget in one unified dashboard—with a small AI assistant when you want a nudge.
Dashboard preview
A quick snapshot of net worth, portfolios, and this month's money.
Safety net & bills
$22,200
Covers ~4 months of spending.
Available to save
$640 this month
After income and planned expenses.
Portfolios
- • Long‑term investing + Safety net & bills.
- • Net worth and allocation charts side‑by‑side.
- • Performance since you invested on each asset.
Budget & assistant
- • Monthly budget with categories and actuals.
- • AI assistant that only answers from your data.
- • Gentle, plain‑English explanations—not noise.
Portfolios & safety net
One place to see how your portfolios have behaved over time, how they're allocated, and what's in your safety net.
By category
Opportunity
• Set aside $3/day (~$90/month) into a simple ETF or fund alongside this plan.
Budget & spending snapshot
A dedicated budget page to plan what's coming in, what's going out, and where it's going—before the month slips by.
Clerc assistant
Ask plain‑English questions about your portfolios or budget, and get short summaries grounded only in what Clerc can see.
One place to ask about portfolios, your safety net, and this month's budget. We'll only answer from what Clerc can see.
Simple pricing
Start with a 30‑day free trial. After that, it'll be a single simple plan with everything included—no confusing add‑ons.
Pricing after your 30‑day free trial: $9/month or $90/year (2 months free), billed in your base currency where possible.
30‑day free trial
Clerc personal
After your trial, keep using Clerc on a simple monthly or yearly plan. We'll always be clear before anything switches from free to paid.
- • Full dashboard: net worth, portfolios, and budgeting
- • Multi‑currency tracking in your base currency
- • Chores & bills alongside your budget
- • Clerc assistant for summaries and explanations
Why this pricing?
Clerc is designed for households, not day‑traders, so pricing should feel like a small, predictable line item—not another "subscription regret".
- • One simple plan with all features included.
- • Monthly option for flexibility.
- • Yearly option with ~2 months free for committed users.
We'll share pricing changes clearly in‑app and by email before anything switches from free to paid.
Security and privacy, in plain English
Clerc is built to be boring about your data: read‑only by default, with as little access as possible and clear ways to disconnect.
Security FAQ
Do you move money or make trades?
No. Clerc is a read‑only dashboard today. It shows balances, holdings, and history, but doesn't move money or place orders on your behalf.
How is my data stored?
Data is stored in a managed, access‑controlled database with per‑user row‑level security. Only your account can see your records in the app.
What does the AI assistant see?
The assistant only sees the slice of your data needed to answer a question, and responses are grounded only in what Clerc already has about your account.
As Clerc grows, we'll publish a full security overview and audit trail, and keep this section up to date.
Start your clearer money dashboard.
Sign up in a minute, add your portfolios and a simple monthly budget, and get a short, plain‑English view of how you're doing across net worth, safety net, and spending.