Reason: Invest Intentionally

Reason: the simple way to view all of your investments in one place, organize them by financial goal, and see how your goals compare to others’. You can also simulate potential investments to see what could happen if you buy or sell certain assets.

We’re the first goal-based investing tracker app for DIY investors. Reason allows you to see WHAT you own - stocks, ETFs, and/or crypto - in one place, then divvy up your investments based on WHY you own them - ie. the financial goal you’ve earmarked them for - using our easy, user-friendly app.

Here’s a sneak peek at what our app does:

SYNC ACCOUNTS
Ditch the spreadsheet. Stop doing mental accounting. Never open multiple investing apps again. Reason allows you to sync and view all of your investments - stocks, ETFs, and/or crypto - in one place.

INVESTMENT SIMULATOR
Thinking about buying a certain investment? Use our manual investment feature to simulate adding new investments to your portfolio and see how they could help you achieve your goals over time.

DEFINE YOUR GOALS
Investing for retirement? A home down payment? An engagement ring? Vacation? Reason’s got you covered! Create a separate “Reason bucket” for each investing goal.

CROWDSOURCED INSIGHTS
See what Reasons other users are investing for - how big or small they are, long or short term - and the most popular investments owned by others like you.

DIVVY ‘EM UP
Be more organized and intentional with your investments: Our fun, user-friendly app makes it easy to earmark certain investments for specific goals with a simple drag and drop motion.

PROJECT SUCCESS
Our Projection feature allows you to estimate how much your investments may grow over time, and how close you might get to achieving each goal.

TRACK PROGRESS
View your real-time status toward each goal: Rather than seeing a lump-sum account balance in your brokerage account, Reason shows you a current balance for each investing goal “bucket” that you’ve created.

BIG OR SMALL, SHORT OR LONG TERM, WE’RE HERE
Whether you’re only investing in ETFs for retirement, or are dabbling in stocks or crypto to achieve short to medium term financial goals, you’ll find everything you need to organize it all in Reason.

NEED MORE HELP?
Visit www.reason.app/support to contact our team

Content is for informational purposes only and does not constitute investment advice. All investments involve market risks, and investment losses are possible, including the potential loss of principal. Past performance does not guarantee future results. Investment decisions should be made based on an individual’s risk tolerance and financial objectives.