Net Worth
A net worth tracker that sees your whole balance sheet
Banks, liabilities, brokerages, retirement accounts, exchanges, and wallets — your full net worth in one place, not just one institution.
- 12,000+ institutions
- Read-only account connections
- Bank-level encryption
Why net worth tracking usually breaks
Most tools either ignore investments, ignore crypto, or ignore the spending and liability side of the picture.
Bank apps show cash and cards but miss the broader balance sheet.
Broker dashboards show investments but miss liabilities and daily money movement.
Crypto tools show wallets but ignore the rest of your financial life.
What makes the net worth view useful
Net worth becomes more actionable when it connects to portfolio, spending, and planning workflows.
Portfolio context
Allocation, holdings, returns, and asset coverage live next to the balance sheet.
All-account context
Net worth is more useful when it draws from every account you own, not just one institution.
Planning context
Use the same data for retirement, life-event planning, and reporting workflows.
Related pages
Net worth tracking works best alongside spending, investing, and planning workflows.
01
One review instead of five apps
Sunday morning, one tab. Spending, investments, crypto, and upcoming bills — already reconciled.
- Every bank, brokerage, and wallet balance updates automatically
- Transactions categorized across all accounts — no manual rules
- Weekly review takes minutes, not the morning
02
See what changed this week
New charges, spending spikes, and recurring bills — surfaced before you have to go looking.
- Every card and bank account in one feed, searchable and categorized
- Recurring charges flagged automatically — price increases included
- Spending connected to your net worth, not isolated in a bank app
03
Tax season without the scramble
Cost basis updates with every trade. Gains and losses are ready to export — not reconstructed in April.
- Capital gains tracked across crypto and equities as you trade
- Pre-filled Form 8949, Schedule D, and Schedule 1 exports
- Tax documents from every institution collected in one place
04
Your real net worth — not what one bank shows
Cash, debt, retirement, brokerage, and crypto balances in one number you can actually trust.
- Every account type — checking, IRA, 401k, crypto, mortgage — in one view
- Net worth over time: daily, monthly, or since you started
- Allocation and concentration visible at a glance
Frequently Asked Questions
Does the net worth tracker include liabilities and cash, not just investments?
Yes. This page is built around the full balance sheet: cash, liabilities, brokerages, retirement accounts, exchanges, and wallets.
Does it support crypto in the same net worth view?
Yes. Crypto sits beside traditional accounts so net worth reflects the whole system rather than a TradFi-only snapshot.
Is this only a chart, or does it connect to planning and portfolio context?
It connects to allocation, spending, and planning workflows so the net worth view can support actual decisions.
Can I try the dashboard before connecting live accounts?
Yes. The demo lets you inspect the product with sample data before you sync anything.
Useful next steps
See the product, compare options, or dig deeper into the workflows behind the balance sheet.
Track net worth with the full financial picture attached
Clarity is strongest when net worth, spending, portfolios, and planning all live in the same system.