Planner
Modern financial planning for long-term investors. Model income, expenses, assets, and liabilities in one unified plan, link a live portfolio, and project your net worth all the way to retirement with Amsflow Planner. Track real goals like home, college, retirement, and debt-free with milestone dates and on-track scoring, and plan around a spouse and kids with age-aware expenses.
Goals & Milestones
Set goals like retirement, home purchase, education, or a debt-free date with target amounts and dates. Track on-track vs. off-track status against your projected net worth timeline.
Cashflow Sankey
Visualize how every dollar flows from income sources through expenses into savings with an intuitive Sankey diagram. Instantly spot where your money leaks and where it quietly builds wealth.
Net Worth Projection
Project your net worth from today to retirement and beyond. Model assets, liabilities, and market assumptions to see how every decision today compounds into your future balance sheet.
What customers say
Hear from customers who are loving what we've built for them
"Amsflow looks like a powerful all-in-one solution for financial teams! Love the seamless integration of AI insights and collaboration tools."
Dorian
"That a great tool and after you go ahead you find the point that you like. For me perfect to make a portfolio and check it out. And also Support with good support. And also nice dashboard. I like it very well and happy with selection (after seaching other tools in internet). For me perfect."
Manfred Sommer
"Great software for stock monitoring and trading. Both Amsflow and my personal investment account matches in terms of profit and losses. Only wished that choosing a date would generate the price like Tykr for that specific day, but I get why it shouldn't. I love how I could generate an AI report for the income statement and balance sheet for each company and it condense it into an easy to digest format."
Peter Vo
"I can only offer my compliments. Initially, I gave it 4 stars in my review because the list of cryptocurrencies was very limited. Within a week, the founder contacted me to let me know that he had added 4,300 cryptocurrencies."
Stefano Bellucci
"Nice software and value for money, it would be far better if it included API."
Noecis Ltd, UK
"I've been using Amsflow Screener for a while now, and it's been a game-changer. Typing metrics and filters is easy and fast; it's by far the best screener I've used. Most screeners are complex, but Amsflow is intuitive."
Tim Scullin
"Recently I’ve been using Amsflow to manage my portfolio across multiple assets, and it has truly simplified the way I track investments. Instead of juggling different platforms, I can monitor equities, indices, commodities, and watchlists all in one place. The real-time data and advanced charting tools give me clear insights into performance, trends, and correlations, which helps me make faster and more informed decisions. What I appreciate most is the flexibility of customizable watchlists. I can organize assets by sector, geography, or risk profile, which makes it easy to align the platform with my personal strategy. The analytics are robust, offering a detailed view of volatility, sentiment, and overall portfolio health. Navigation feels smooth and intuitive, so I never waste time searching for information. Overall, Amsflow has become a reliable tool that saves me time, reduces complexity, and gives me confidence in managing diverse investments efficiently."
Gaurab Das
"Amsflow is an exceptional investment research and portfolio management tool that I highly recommend. .The fundamental data, and custom screening features empower me to make well- informed investment decisions.on top of it AJAY is very efficient and top of things, intially canada etf data were missing and he updated in just couple of hours, i am really impress with support"
Ronak
"I am quite happy with the subscription that I have purchased. It is excellent value for money as compared to some of the other services out there. I purchased it for the real time global data available in Amsflow and it does have data on major global markets. The Developers are also super quick - I suggested 4 enhancements to make it easier to use this product - all these were implemented in 1 day. Overall very happy with the purchase."
Sameer
"X-Ray transforms hours of my analysis into instant insights. One click delivers comprehensive stock evaluation with technical signals, pivot points, and anomaly detection - it's like having a seasoned analyst at my fingertips."
Karthikraj Duraisamy
"Most screeners I've used are complex, hard to use, and overcomplicated, but Amsflow Screener is intuitive and straightforward. Finally, using a screener makes sense."
Durgesh Kaushik
"Been using Amsflow for a few months now, and it is my go-to tool for analysis. The Screener is the highlight! I can slice through global markets, filter by metrics that matter to me, and even get AI suggestions from Lisa. The combo of data + AI saves serious time and, more importantly, helps find 'HIDDEN GEMS'. feature, and you should explore it. The Series feature lets me line up different assets, sectors, or even macro indicators and actually see how they’re moving together (or not). Found a few interesting correlations I’d have 100% missed otherwise."
Shreedhar Vepencheri
"I’ve been using Amsflow for the last 6–7 months, and it’s by far the best financial research platform I’ve used. I was fortunate enough to get early access to the Amsflow Screener, and it truly feels magical. As far as I know, only two screeners offer global data: TradingView and the Amsflow Screener. I prefer the Amsflow Screener because it’s so simple to use, especially with its query builder. The Lisa Screener Agent is also incredibly helpful whenever I’m unsure which metrics to use. I would highly recommend it for finding swing stocks or for long-term investing."
Arjun
Plan the life your money pays for
Start your free 7-day, risk-free trial. We'll email you one day before it ends.
FAQ
What can I model in Amsflow Planner?
Amsflow Planner models the full picture of your financial life: income streams, recurring expenses, one-off costs, assets, liabilities, investment contributions, and growth assumptions. Every item flows into a unified cashflow view, a dynamic net-worth projection, and goal tracking, all in one plan.
How does the net worth projection work?
The planner projects net worth year over year from your current age through retirement and beyond, using your income, expenses, assets, liabilities, and expected returns. You see a long-range chart of wealth accumulation with retirement age clearly marked, so the impact of today's decisions on future balance is always visible.
What does the cashflow Sankey show?
The cashflow Sankey visualizes every dollar flowing from income sources like salary, spouse income, rental, and dividends, through expense categories and into monthly savings. It makes leaks and wins obvious at a glance, so you spend less time in spreadsheets and more time making decisions.
How do financial goals and milestones work?
You can add goals like retirement, home purchase, education, wedding, emergency fund, vacation, a car, debt-free dates, or any custom milestone, each with a target amount, target date, and priority. The planner then scores each goal as on-track or off-track against your projected net worth timeline, so priorities stay honest.
Can I plan for a spouse and kids?
Yes. You can add a spouse with their own income and expenses, and add kids with birth dates. The planner auto-generates age-linked expenses like childcare, schooling, and college that scale as your family grows, so the plan reflects real life rather than a static snapshot.
Can I link my Amsflow Portfolio to the plan?
Yes. You can link an existing Amsflow Portfolio to your plan so your investment value, holdings, total return, and CAGR feed directly into the projection. Your plan updates as your portfolio does, so no more stale numbers copied between tools.
Does it support multi-currency planning?
Yes. Your plan can be set to the currency you actually live in (USD, EUR, GBP, INR and others) and every stat, projection, Sankey, and goal renders in your chosen symbol so numbers feel native to your life, not translated from someone else's.
Can I try the planner before setting up a real plan?
Yes. New users explore a fully populated demo plan for a 32-year-old software engineer with a family, complete with goals, a linked portfolio, and long-range projections, so you can evaluate the planner end-to-end before modeling your own life.
Amsflow is for research and educational purposes only. Not financial advice. Amsflow doesn't recommend specific investments or securities. Market participation involves substantial risk, including potential loss of principal. Past performance doesn't guarantee future results. Amsflow doesn't offer fund/portfolio management services in any jurisdiction. Amsflow is a data platform only. Amsflow doesn't provide investment tips. Be cautious of imposters claiming to be Amsflow.