Total net worth ↗
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Add your first account to get started
ASSETS MINUS LIABILITIES
BUILDING YOUR BIGGER PICTURE
Your wealth, in perspective.
A clear view of what you own, what you owe, and how far you’ve come.
Total assets ↑
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Everything you own
0 asset accounts
Total liabilities ↓
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Everything you owe
0 liability accounts
Retirement funds ◈
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Included in total assets and net worth
0 retirement funds
Net worth over time
Progress, one balance update at a time.
Asset allocation
Where your wealth lives.
Stocks & ETFs
Individual holdings, included in your total net worth.
| Holding | Shares | Price / share | Value | Unrealized gain | Price updated |
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Make room for your investments.
Add stocks and ETFs with the number of shares you own.
Record these here instead of adding the same value to another account.
Real estate
Estimated values based on your yearly growth assumptions.
| Property | Starting value | Estimated value today | Growth this year |
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A foundation that grows with you.
Add a starting valuation and set a different growth percentage for each year.
Mortgage balances are tracked separately as liabilities.
Retirement funds
Pensions, Pillar 3a, and other retirement savings. Included once in net worth.
Total retirement savings—
| Fund | Last updated | Balance |
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Build your retirement picture.
Add the latest statement balance for each retirement fund.
Include the full account balance here rather than recording its investments twice.
Your accounts
Every part of your financial picture, in one place.
| Account | Category | Last updated | Balance |
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Your next chapter starts here.
Add a bank account, investment, property, or debt
to start tracking your net worth.
Balance history
All recorded balances. Updating the same date replaces that balance.
| Date | Account | Type | Balance |
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