Net worth tracking
Track your net worth across all of your accounts
Link bank, brokerage, crypto, retirement accounts, loans and mortgages. Manually add assets or debts. Upload CSVs or PDF statements.
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Banks and brokerages
We've partnered with Plaid to make it easy to link any of the
financial accounts in your life, with support for over 5,000.
But just in case your unique 401k isn't supported you can manually
add it by dropping in an account statement or keying it in yourself.
Crypto
Link your Coinbase account or manually enter your crypto tickers.
Real estate
Live track your home's Zestimate with integrated Zillow support. Or manually enter the details.
Private assets
Private stock, private equity, LP positions. Upload PDFs or manually enter details for private positions.
Private and secure
Best in class privacy and security
Encrypted
Your data is encrypted while it is stored and when in transit to and from our servers.
Anonymized
We use aggregated and anonymized data for internal analytics and business purposes.
Secure
We do not see or store your bank login credentials. We use Plaid to connect to financial institutions.