Lodestar Wealth
AI-guided personal finance plans ranked by projected dollar impact
Lodestar Wealth is a web-based personal finance analysis tool that turns account data or statements into a prioritized action plan and net-worth forecast. It identifies areas such as cash, debt, retirement, spending, and portfolio structure, then lets you model how proposed changes could affect your finances.
Agenticness = how independently a tool can take action, scored across 9 dimensions. Scored independently by David Kooi, Skylark Creations — see full rubric → Last re-evaluated 27 September 2026.
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About
Lodestar Wealth is a consumer personal-finance planning tool built around forward-looking analysis rather than expense tracking alone. It is designed for people who want help deciding which financial moves to consider next, from increasing...
Lodestar is more of an analytical copilot than an autonomous financial agent: it can evaluate information, surface opportunities, and simulate outcomes, but it does not move money or execute financial transactions. Its recommendations are presented...
Executes tasks you assign, one step at a time, within narrow domains.
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- Free: $0; includes one lifetime full analysis and portfolio review, manual entry and statement upload, a financial health score and diagnostic, dashboard and forecast, top three ranked moves and opportunities, three lifetime AI-chat questions, and share links.
- Plus ($14.99/mo or $149.99/yr): 7-day free trial with card required; adds live bank sync, unlimited analyses and portfolio reviews, the full action plan and opportunity list, live simulations and custom events, unlimited AI chat, saved history, PDF reports, and a holdings news brief.
When Lodestar Wealth changes its pricing, we catch it the next morning
We recrawl every tool in this directory daily. AI Insider is the 3-minute brief on what actually changed — pricing, features, score moves on our 36-point rubric — often before any press coverage. Sent daily. Skipped when nothing happened.