Personal finance dashboard
Track everything
you own and owe.
All your assets and debts in one place: investments, real estate, vehicles, and more. Know your real net worth at a glance.
Track any asset
Add any asset or debt, not just stocks.
Performance benchmarks
Compare growth against the S&P 500.
Multi-currency support
View totals in your chosen currency.
Live dashboard preview
Your entire financial life,
at a glance.
Follow net worth changes over time, see which holdings are your top movers, review history, and track milestone goals in one dashboard so you always know where you stand.
Portfolio insights
A high-level summary of your financial health across all net worth portfolios
Total net worth
USD 682,400
Asset coverage
1,126.17%
Debt-to-asset
8.88%
Total assets
Total liabilities
USD 748,
USD 66,
Net worth history
Net worth change
Net worth goal
USD 682,400 of USD 1,000,000
Remaining
USD 317,600
68%
Top movers
NVDA - Nvidia
US Equities
+8.42%
+USD 4,210
Bitcoin
Crypto
+5.17%
+USD 3,890
AAPL - Apple
US Equities
+2.33%
+USD 1,160
Ethereum
Crypto
-4.88%
-USD 980
Emerald Bay Property
Real estate
-3.05%
-USD 7,200
Assets count
5categories
0.28
Assets breakdown
Liabilities count
3categories
0.57
Liabilities breakdown
Net worth portfolios
Track and manage your real-world assets and liabilities
US Equities
NVDA, AAPL, MSFT and other large-cap growth stocks
8.4%
USD 312,000
Crypto holdings
BTC, ETH and select altcoins
5.2%
USD 185,400
Emerald Bay property
Primary residence at Emerald Bay Estate
-3.1%
USD 142,500
Mortgage
Outstanding home loan balance
0.0%
USD 48,200
App dashboard snapshot: Net worth totals, history chart, period changes, goal progress, top movers, and asset/liability breakdowns, plus net worth and sandbox portfolio cards. All figures are sample data for demonstration only.
Multi-platform
Your net worth, everywhere you go.
Seamlessly switch between phone, tablet, and desktop. Your data stays perfectly in sync across every device you own.
Explore all platforms →
Built for real life
Everything you need to see the full picture.
Category breakdowns, sandbox portfolios, and more. All your financial tools, no spreadsheets required.
Sandbox mode
Test scenarios without the risk
Model any hypothetical without touching your real portfolio.
Real
USD 793,500US equities
Diversified US stock positions
12.4%
USD 280,000
Primary home
Main residence, SF
3.1%
USD 420,000
Cash & savings
Emergency fund
0.0%
USD 93,500
Sandbox
USD 985,000US equities
− $140KDiversified US stock positions
12.4%
USD 140,000
Primary home
+ $42KMain residence, SF
3.1%
USD 462,000
Cash & savings
+ $290KEmergency fund
0.0%
USD 383,000
HHI scoring
Know when you're overexposed
Track category concentration with the Herfindahl-Hirschman Index.
Asset categories
5categories
0.31
Asset breakdown
Multi-currency
One net worth, every currency
Live FX rates applied to your entire portfolio instantly.
USD 933,200
Rates are for illustrative purposes only. Conversion rate as of May 19, 2026.
Balance sheet
Own vs owe, at a glance
Assets and liabilities separated, with structural coverage ratios.
Net worth
USD 682,400
Asset coverage
372.12%
Debt-to-asset
26.88%
Total assets
Total liabilities
USD 933,
USD 250,
15 categories
If you own it, you can track it
From stocks to sneakers, artworks to farmland. Every asset type covered.
Pricing
Plans that scale with your portfolio.
Start free on Core, then upgrade when you need sandboxes, analytics, or unlimited portfolios.
Core
Perfect for tracking your personal finances
- 1 net worth portfolio
- Up to 10 assets and liabilities
- Basic net worth summary
- Multi-currency support
- Live market prices for stocks/crypto
Pro
Billed annually (USD 50.00)
For individuals who want deeper financial insights
- Unlimited net worth portfolios
- Unlimited assets and liabilities
- Net worth dashboard with key metrics
- Multi-currency support
- Live market prices for stocks/crypto
- Up to 3 sandbox (what-if) portfolios
Elite
Billed annually (USD 100.00)
For power users managing advanced financial portfolios
- Unlimited net worth portfolios
- Unlimited assets and liabilities
- Net worth dashboard with key metrics
- Multi-currency support
- Live market prices for stocks/crypto
- Unlimited sandbox portfolios
- Net worth history timeline
[1] A free trial lasts for 7 days.
[2] Skipping the trial comes with a 14-day money-back guarantee.
Testimonials
Trusted by investors who think beyond stocks.
Real stories from people tracking property, crypto, and more alongside their brokerage accounts.
users tracking their net worth
average star rating
currencies supported
"I was still using a spreadsheet for EUR and GBP accounts. This is faster, and I actually keep it updated."
Rachel Andersen
Financial consultant, Berlin
"Most apps only want stocks. I needed property and loans in one view. This finally does that."
Marcus Chen
Property investor, Toronto
"Crypto, rentals, and retirement accounts in one place. I stopped juggling three apps and a sheet."
Sarah Kim
Investor, Singapore
FAQ
Questions? We have answers.
Still not sure? Reach out and we'll get back to you within a day.
Contact support →Start tracking today
Your complete financial picture is minutes away.
Unlimited portfolios. Any asset type. Any currency. Upgrade anytime for advanced analytics and benchmarks.