All-Account Tracking
Track all your money without hopping between disconnected tools
Clarity is built for the reality that your money is scattered. Bring banks, cards, brokerages, retirement accounts, exchanges, wallets, and planning workflows into one read-only system so your next decision starts from the full picture.
- 12,000+ institutions
- Read-only account connections
- Bank-grade encryption
What counts as all your money
The promise only works if the product spans the account types and workflows people actually use.
Banks and credit cards
Brokerages and retirement accounts
Crypto exchanges and wallets
DeFi positions and market context
Life-event and retirement planning surfaces
Why this matters
The benefit is not aggregation for its own sake. It is faster understanding, cleaner reviews, and fewer planning mistakes.
One place to review balances, cash flow, spending, net worth, and portfolio exposure.
Fewer blind spots when money is spread across personal, household, and investment systems.
A cleaner weekly operating rhythm for reviews, planning, and tax preparation.
Next pages in the core cluster
These pages define the category center and should carry more internal-linking weight than generic resource pages.
Category page
Money Tracking App
Track spending, net worth, recurring bills, investments, crypto, and reports in one money workspace.
- Spending, budgets, recurring, and net worth together
- AI search, forecasts, and anomaly detection
- Built for banks, brokerages, cards, exchanges, and wallets
Investor wedge
Personal Finance App for Investors
A personal finance system for people who need household money tracking and portfolio context at the same time.
- Cash flow plus portfolio and allocation visibility
- Tax exports, cost basis, and review workflows
- Stronger fit than generic budgeting apps
Aggregation promise
Track All Your Money
See every account in one place across banks, brokerages, retirement accounts, exchanges, wallets, and life-event planning.
- One system across account types and entities
- Useful for weekly reviews, planning, and tax prep
- Turns Atlas knowledge into product action
Net worth
Net Worth Tracker
Track net worth with cash, liabilities, portfolios, retirement accounts, and crypto in one system.
- Net worth with allocation and portfolio context
- Useful for reviews, planning, and financial clarity
- Stronger than a bank-only or brokerage-only snapshot
Spending
Spending Tracker
Track transactions, recurring bills, merchants, budgets, and cash-flow shifts with AI-assisted analysis.
- Transactions, merchants, recurring, and budgets together
- Better for operational finance than static bank views
- Connects day-to-day spending into the bigger system
Proof that the all-account promise is real
This is not just aggregation copy. The product and public content already span the account types and planning layers needed to support it.
Account coverage
Banks, brokerages, retirement accounts, exchanges, wallets, and market and portfolio surfaces already exist in the product.
Planning coverage
Life events, retirement, reports, and calculators turn aggregation into something operationally useful.
From aggregation into action
Move from account coverage into the product and knowledge surfaces that help you act on what you see.
See every account in one place, then do something useful with it
The product is strongest when aggregation, analysis, and planning all live in the same loop.