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Warren
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All the features you need to manage your money

Advisors, ledger, planner and analytics in one place, built around your real numbers.

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Warren dashboard interface

Meet your complete financial platform

Everything you need to manage, grow and protect your finances in one place.

  • Agents

    Three AI advisors, Warren, Charlie and Liz, each focused on a different part of your financial life.

    • Investing
    • Big decisions
    • Everyday budgets

  • Knowledge

    Teach Warren about your household so every answer reflects your actual situation.

    • Document upload
    • Personalized advice
    • Learns over time

  • Ledger

    Import statements from any bank or card (CSV, Excel, OFX, QFX, QIF) and Warren reads your real numbers. Automatic bank connections are on the roadmap.

    • Statement imports
    • Spending categories
    • Net worth in one place

  • Planner

    Detailed plans for short and long-term goals, with clear steps to reach them.

    • Retirement
    • Major purchases
    • Debt payoff

  • Economy

    Follow economic trends and understand how market conditions affect your own finances.

    • Market impact
    • Inflation-adjusted
    • Rate monitoring

  • Analytics

    Deep insight into spending patterns, saving habits and investment performance over time.

    • Spending trends
    • Performance metrics
    • Budget tracking

  • Marketplace

    Financial products that match your needs, with transparent rates and fees.

    • Unbiased comparisons
    • Partner offers
    • Transparent fees

  • History

    Review past decisions and advice to measure progress and refine your strategy.

    • Conversation history
    • Decision timeline
    • Progress view
AI advisor interface

AI financial advisors

Warren, Charlie and Liz each specialize in a different part of your financial life, so you get personalized guidance exactly when you need it.

  • Expert investment advice from Warren
  • Strategic decision guidance from Charlie
  • Daily budget management from Liz
Financial analysis view

Powerful analytics

Deep insight into your spending patterns, saving habits and investment performance, with clear visuals and recommendations you can act on.

  • Spending by category from the statements you import
  • Monthly cash flow: money in against money out
  • Net worth across imported accounts and your ledger

A knowledge base that knows your household

Train your AI assistant with your own information so its advice fits your situation and needs.

  • Upload household documents

    Statements, policies and tax forms give Warren the context a generic app never has.

  • Advice built on your situation

    Every recommendation is based on your income, debts, goals and timeline.

  • Learns from your patterns

    The more you use Warren, the better it understands how you earn, spend and save.

See Warren in action

Whether you are planning for retirement, managing day-to-day expenses or weighing an investment, Warren gives personalized guidance based on your situation.

For individuals

Personalized advice on budgeting, saving, investing and reaching your financial goals.

For families

Plan for major life events, manage household finances and build wealth for the future.

Get your first personalized plan in minutes

Free to start, no credit card required. Warren reads your accounts, it never moves money.

Try Warren FreeView pricing