All-Account Tracking
Track all your money in one place
Banks, cards, brokerages, retirement accounts, exchanges, and wallets — one read-only system so your next decision starts from the full picture.
- 12,000+ institutions
- Read-only account connections
- Bank-level encryption
What 'all your money' actually includes
This only works if the product covers the account types and workflows you 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 isn't aggregation for its own sake — it's 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 routine for reviews, planning, and tax preparation.
Explore by focus area
Dive into the specific workflow that matters most to you.
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
What kinds of accounts can I combine here?
Banks, cards, brokerages, retirement accounts, exchanges, wallets, and related planning workflows all feed into one read-only view.
Does read-only still work across brokerages and crypto?
Yes. Read-only means Clarity can sync and analyze the data, but it cannot move money in any connected account.
Is this page for one person or for complex households?
Both, but it is especially useful for people whose money is spread across multiple institutions, asset classes, or household entities.
When should I use this page instead of the product overview?
Use this page when your main question is account aggregation. Use the product overview when you want the broader product walkthrough.
Built for your full account picture
The product already spans the account types and planning layers needed to back this up.
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.
Turn visibility into action
Move from account coverage into the product and guidance that help you act on what you see.
See every account in one place — then act on it
Aggregation, analysis, and planning in one system.