Goal-based investing, automated

Every dollar gets a goal.

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.

Total invested
$239,950
+11.4% YTD
5
Active goals tracked
3
Currently on track
$4,970
Automated monthly
8.4%
Blended return
How it works

Three steps, then it runs itself.

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.

STEP 01

Name the goal

Emergency fund, down payment, sabbatical, retirement. Give it a target amount and the date you need it by — that's the whole setup.

STEP 02

Automate the contribution

Pick a monthly amount and a risk profile. GoalVest allocates across the matching portfolio and invests on your schedule.

STEP 03

Watch the date move

The projection recalculates on every contribution and market move, so you always know if you're ahead or behind.

Features

Built for people with more than one goal.

Daily advice

Financial and lifestyle guidance for today.

Fresh daily prompts to keep investing, spending, health and productivity aligned with your goals.

Pricing

Flat monthly fee. No asset-based cut.

Simple flat pricing. No asset-based fees, no trading commissions and no minimum balance — move up or down a tier whenever you like.