AssetTracker

Track your full net worth in one place — accounts, investments, debts, and cashflow. Live holdings, payoff plans, and household sharing.

Asset Tracker gives you a single, clear picture of your money — everything you own, everything you owe, and where it's all heading.

Connect your accounts manually and see your true net worth update as balances, holdings, and debts change. Track investments with live market prices, project when your debts will be paid off, and share the whole picture with your partner or household.

WHAT YOU CAN DO

• Net worth at a glance — assets minus debts, with your share and the household total side by side, plus an end-of-year forecast.

• Investment portfolio — track brokerage, retirement (401k, IRA, HSA), crypto, and private holdings. See live prices, today's change, total gain/loss, and return across every account.

• Consolidated holdings view — every position from every account in one table, grouped by symbol, with search, filters, and sorting.

• Asset allocation — a clear breakdown across public investments, private equity, real estate, cash, and retirement.

• Debt tracking & payoff — personal loans, mortgages, 401(k) loans, and money owed to friends or family. See interest accrue and projected payoff dates.

• AI payoff plans — describe a goal in plain language and get a month-by-month plan, then check off steps as you go.

• Cashflow — income and expenses over any date range, with projections for the rest of the year.

• Household sharing — invite a partner and split ownership of accounts and debts by percentage, so "my share" and the household total are both accurate.

BUILT FOR PRIVACY

• Optional biometric app lock (Face ID / Touch ID) keeps your finances private. • Your data is yours — no ads, no selling your information.

Asset Tracker is informational only and is not financial, tax, or legal advice. Market prices may be delayed. Always confirm figures with your financial institutions.