Evaluate the review for 30 days. Keep paying only if it helps.
Full access free for 30 days. Connect read-only, inspect the first decision card, and decide whether the evidence is worth keeping. Then $9/month. No setup fee, no contract, with current billing terms shown before payment.
One clean plan for the whole review.
Orbeva Finance is priced as a decision-support system, not a stack of locked tabs. Every connected account, risk lens, assumption, and Action Plan is available during the trial.
- Every account in one picture — banks, cards, brokerage, loans
- One decision card to review first, with inputs and assumptions visible
- Margin & liquidation watch, concentration risk, cross-border US/Canada tax
- True net worth — including the assets and debts banks can’t see
- Risk context that stays beside the recommendation
- Read-only via Plaid — we never move your money
Three practical pricing questions.
Do I need a card to try it?
The trial starts before payment details, so you can connect read-only and judge the first decision card yourself.
What am I paying for?
The price covers the full decision layer: accounts, net worth, risk lenses, Action Plans, and export/delete controls.
What happens after 30 days?
Keep it only if the review workflow helps. Continue monthly at $9/month or annual at $90/year.
One avoided mistake can matter more than the subscription.
One margin call you saw coming, one better way to fund a big expense, one over-concentrated position caught in time — any one review can outweigh $9. Orbeva Finance shows the evidence; you decide whether to act.
Read-only decision support, not financial advice. You review and take every action yourself.
Pricing questions, answered plainly.
Yes. Connections are read-only through Plaid. Orbeva can read balances, transactions, and holdings for your workspace, but it cannot move money, initiate payments, place trades, or see your bank password.
In your own private, isolated workspace. Your financial data is used to produce your insights, not to train AI models, not to build pooled datasets, and not to sell to anyone. You can export or delete it.
A private dashboard with net worth, cash flow, spending, holdings, debts, and manual assets in one place. The first decision card explains what is worth reviewing, which inputs it used, and what assumptions could change the answer.
The recommendation is not a black-box command. Orbeva shows the connected balances, rates, holdings, timing assumptions, and risk context beside the card so you can inspect the reasoning before doing anything.
No — it’s decision support, not regulated financial, tax, or investment advice, and not your fiduciary. It shows what your own numbers imply, in plain language; you stay in control, and anything major is worth confirming with a pro.
Budgeting dashboards are useful for spending history and habits. Orbeva is a read-only decision layer: it helps identify the review that matters now, shows the evidence, and keeps portfolio and cross-border risk context beside the recommendation.
No. Connect your accounts read-only in a couple of minutes and your workspace builds itself — no spreadsheets, no wiring tools together.
Free for 30 days with full access, no card to start. Then $9/month (or $90/year, two months free). No setup fee, no contract, cancel in one click.
Anytime, one click from your account, with an emailed confirmation. No contract, no cancellation fee — and you can export or delete your data whenever you like.