Opesway is an all-in-one financial planning platform for budgeting, net worth tracking, retirement forecasting and more.

Is there a free plan on Opesway?

Yes, Opesway offers a free plan with assets & net worth tracking, budget planning, custom goals, money flow chart & projection.

How much does Opesway Plus cost?

Opesway Plus costs $6.99/month after the 7-day free trial. Users can link bank accounts, automatically feed budget, and use personalized AI chatbot with this paid subscription.

Financial Plan Smartly

Explore your all-in-one platform for budget and retirement forecast

Financial stress can be on the rise in an uncertain economy.
Instead of frequently checking your portfolio, review your long-term financial plan.
- Kiplinger Personal Finance

Everything you need to secure your path to financial freedom

net worth calculator

budget management

retirement planning

asset allocation

debt analysis

spending analysis

cash flow diagram

various forecasting

tools to save more

Our unique platform is your shortcut to financial planning. We help you create a clear path forward and simplify financial management with a comprehensive solution that empowers you to achieve your goals sooner.

Start Your Financial Journey

Build smarter budgets, investments, and debt strategies in minutes. Use our DIY tools and dashboards to forecast retirement, track progress, and accelerate your path to financial freedom.

Know Your True Net Worth

Sync all your financial accounts or enter details manually. We aggregate assets, debts, and emergency funds to give you a complete, accurate snapshot of your current financial position.

Check your net worth

Simplify Lifetime Budgeting

Use one integrated budget template that updates automatically. Save time while gaining clear insights into income, expenses, and long-term savings, no monthly recreating required.

Plan your budget

View Personalized Projections

Set milestones and model future wealth, debt payoff, and asset allocation. See long-term investment impacts and plan confidently for retirement and major goals.

Step-by-step forecast

Track Cash Flow Clearly

See monthly and yearly cash-flow forecasts in clean visuals. Monitor income, expenses, and savings trends while spotting opportunities to improve your financial habits.

Build Your Portfolio Today

Start investing in your goals with confidence. Try the platform free, no credit card needed, and begin shaping your financial future now.

Superior financial planning, simpler and more powerful

Make the best budget, investment decision, and debt management

Sync with your accounts

Connect to 12,000+ financial institutions through Plaid. Banking, loans, investments & retirement accounts all included.

Plan budget & track savings

Import the average spending, customize your monthly budget for forecast, and track your monthly saving progress.

Forecast your retirement

Set your retirement age, asset allocation, and debt elimination plan. Get powerful and insightful forecast of future financials.

Compare our plans with others' budget platform

	Opesway Free	Opesway Plus	Other platforms
Assets & net worth tracking
Efficient budget planning
Customized financial goals
Money flow chart & projection
Asset allocation optimized
Debt-free strategy optimized
Powerful wealth & budget forecast
Retirement (FIRE) readiness insight
Bank accounts linking Automatically refresh account balance, investment holdings, loans, and transactions on daily basis.
Auto budget feeding Use the historical average income & spending from the bank account transactions, to feed into budget for forecast. Save 80% of time on filling up the budget template. You still can review and customize any budget amount.
Personalized AI chatbot Use the modern ChatGPT AI model by OpenAI
Opes 15 Unrestricted access to our latest list of 15 high potential stocks (more info)
Price	Free	7-day free trial Then $6.99 / month	$3 ~ $20 / month
	Sign up	Get started

Dedicated to serving you 24/7

Facing the uncertainty of the future, do you have questions about:

How is my budget looking? Is it sustainable after retirement?
Am I taking too much or too little risk? How to manage it?
How should I adjust my portfolio to meet my financial goal?
How do I make my investment thrive in a volatile market?

Instead of relying on vague or banal articles about money management, take control of your financial future with Opesway. Our tools, designed for easy and confident personal finance analysis, are just a few clicks away. In minutes, you can start exploring and adjusting your financial strategies. The dashboard, meticulously customized to your unique situation and goals, will be presented in seconds.

Opesway can let you become the CFO of your wealth management.

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