Dashboard
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Most investing apps show you a balance. GoalVest shows you a finish line. Set what you're saving for, automate the contribution, and watch the projected completion date move as the market and your habits change.
Create an account to save a personal dashboard, or explore the demo dashboard first.
GoalVest is built around the idea that a portfolio without a deadline is just a number. Every position in your portfolio is mapped to a named objective with a target amount and a date.
Emergency fund, down payment, sabbatical, retirement. Give it a target amount and the date you need it by — that's the whole setup.
Pick a monthly amount and a risk profile. GoalVest allocates across the matching portfolio and invests on your schedule.
The projection recalculates on every contribution and market move, so you always know if you're ahead or behind.
Fresh daily prompts to keep investing, spending, health and productivity aligned with your goals.
Simple flat pricing. No asset-based fees, no trading commissions and no minimum balance — move up or down a tier whenever you like.
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