Nimblewit App

No. Nimblewit never asks for your brokerage or bank password. Upload PDF statements, screenshots or CSV exports, or add trades by hand, and you review everything before it's saved.

Starter is free with no time limit: 2 accounts, 10 holdings, unlimited manual trades, 5 statement or screenshot reads a month, paper accounts, your returns for today and for 1 month or longer, allocation, dividends received and the next month of expected dividends. Builder adds the full 12-month income calendar, 7- and 14-day views and the income emails. Planner adds the Planning tab and custom benchmarks.

You move to the free Starter plan unless you choose a paid plan. Nothing is deleted. If you're over the free limits, you pick which accounts stay on your dashboard (the oldest stay if you don't choose). The rest are kept with their history and come back when you upgrade.

A holding is one security, however many accounts it sits in, so the same ETF in two accounts counts once. Starter allows 10 holdings and 2 accounts, Builder 50 and 5, and Planner has no limits.

CSV and Excel exports from your broker, PDF statements and screenshots, or a Nimblewit export file. You review every row before anything is saved. Statement and screenshot reads are limited each month (5 on Starter, 10 on Builder, unlimited on Planner), and only reads that succeed count. Manual trades and spreadsheet imports in a recognized layout are not limited.

Prices and dividends update on their own after each market close. When you buy or sell, drop in a new statement or screenshot, or add the trade by hand in a few seconds.

Each view shows the return over that period, the dollar change of each holding and what moved your portfolio. They use daily closing prices saved after each market close. Starter has today's change and 1 month or longer. The 7- and 14-day views start on Builder.

From each holding's payment history and any payments the company or fund has already declared. Estimates are clearly marked until they're paid, and your statements always win if they differ.

On Planner, you enter your ages, savings, other income and a withdrawal rate, and it projects your portfolio and your yearly retirement income, with your dividends counted inside the withdrawal. It also runs 1,000 simulated market paths to show a range of outcomes and the chance your money lasts to a chosen age. You can save named plans and export one as a PDF. It's an illustration, not advice or a forecast, and it doesn't calculate tax.

Yes. Mark an account as a paper account on any plan. It's kept out of your All accounts totals unless you select it.

Account emails (sign-in links, billing notices) and, unless you switch them off in Settings, setup tips, a monthly summary on the 2nd, and on Builder and Planner a monthly income email on the 5th and an upcoming-dividends email on the 25th. Every optional email has its own switch and an unsubscribe link.

Yes. Cancel in Plan & billing and you keep your plan until the period you paid for ends, then move to Starter. Nothing is deleted.

Yes. You can export all of your data at any time, and delete all of it from Settings. Deleting is permanent.

No. Nimblewit calculates figures from the data you give it and from third-party prices, so check important numbers against your broker statements. Expected income and projections are estimates, and nothing here is investment, tax or legal advice.