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Features
A complete toolkit for understanding your financial picture — from daily tracking to long-term trend analysis.
Add any number of asset and liability accounts — from bank accounts and brokerage portfolios to mortgages and credit cards. Take monthly snapshots to build a historical record, then watch your net worth trend unfold over time.
Explore your financial trajectory with responsive trend charts. Select date ranges, toggle rolling averages, and overlay goal guidance while inspecting exact values over time.
Understand exactly how your wealth is distributed with clear account-level breakdowns for assets and liabilities directly on the dashboard.
Capture your complete financial state on any calendar date. Each snapshot records every account balance, creating a permanent record you can compare month-over-month, quarter-over-quarter, or year-over-year.
Set your base currency and track accounts in any denomination. Balances are automatically formatted with the correct currency symbols and decimal conventions, making international portfolios easy to manage.
Batch import snapshots from CSV files to quickly backfill your history. Export your data anytime in standard formats — your financial data always stays yours, portable and accessible.