What are you really worth? See the Big Picture
Stuff here, stuff there. What's it all add up to? We show you. One number. All your things. Finally clear.
Money here. Money there. What's it all mean?
Banks, cards, loans, maybe some crypto. It's a lot to track. Most folks have no clue what they're worth. We pull it all together for you. One place. No spreadsheets. Just peace.
Simple tools. Clear answers.
We pull in your stuff. We show you the number. No fuss.
Automatic Aggregation
Connect all your accounts once and watch your net worth update automatically. Banking, credit cards, loans, investments—everything in one place.
Real-Time Updates
Your net worth refreshes automatically as transactions sync. No manual entry, no outdated spreadsheets—just current, accurate numbers.
Historical Tracking
See how your wealth has grown over time with visual charts and snapshots. Track progress month by month, year by year.
Investment & Crypto Support
Track 401(k)s, IRAs, brokerage accounts, and cryptocurrency portfolios. Real-time prices for top 200 coins included.
Manual Asset Tracking
Add vehicles, real estate, collectibles, or anything else you own. Your complete financial picture, beyond just bank accounts.
Visual Clarity
Beautiful charts show wealth over time, asset allocation, and trends at a glance. Understand your finances without squinting at spreadsheets.
Three steps. That's it.
Connect. Wait. Done.
Connect Your Accounts
Link bank accounts, credit cards, loans, and investments securely through Plaid. Everything syncs automatically.
Add Manual Assets (Optional)
Include vehicles, property, crypto, or collectibles for a complete picture. Skip this if you just want to track accounts.
Watch Your Wealth Grow
Your net worth updates automatically. Track trends over time and celebrate progress with visual charts.
What can you do with it?
Here's how folks use it to feel good about their money.
Track Wealth Growth
You could watch your net worth climb as you pay down debt, save more, and build investments. Celebrate progress with visual charts that make growth feel real.
Set Financial Milestones
One option is to set net worth targets—like reaching $100k or becoming debt-free—and track progress toward your goals without judgment or pressure.
Understand Asset Allocation
See how your wealth is distributed across cash, investments, real estate, and debt. Spot opportunities to rebalance or optimize.
Annual Financial Reviews
Some users find it helpful to review year-over-year net worth changes during tax season or annual planning sessions.
People love it
Real words from folks who finally feel on top of things.
"I finally understand my complete financial picture. Seeing net worth grow each month—even when checking account balances dip—keeps me motivated."
— Sarah M.
"I was tracking net worth in a spreadsheet for years. Warm updates automatically and shows trends I never saw before. Total game-changer."
— David K.
"Adding my home and car values gave me the full picture. My net worth is actually positive despite student loans—I just never saw it before."
— Jessica L.
Common questions
How is net worth calculated?
Net worth is your total assets (bank accounts, investments, property, etc.) minus your total liabilities (credit cards, loans, mortgages). Warm automatically calculates this across all connected accounts and manual assets you add.
Do I need to enter everything manually?
No. Most of your net worth is calculated automatically from connected accounts. You can optionally add manual assets like vehicles or real estate for a complete picture, but it's not required.
How often does my net worth update?
Your net worth updates automatically as transactions sync—typically daily for most accounts. Investment balances update in real-time based on market prices. You can also manually refresh at any time.
Can I track cryptocurrency?
Yes. You can connect crypto accounts through Plaid or manually enter holdings. We provide real-time pricing for the top 200 cryptocurrencies.
What about assets not in bank accounts?
You can manually add any asset—vehicles, real estate, collectibles, precious metals, or anything else you own. Optional Zillow integration can help estimate property values.
Is historical data preserved?
Yes. We take regular snapshots of your net worth so you can see how it's changed over time. Track your financial journey month by month, year by year.
Can I exclude certain accounts from net worth?
Yes. You can mark specific accounts as "excluded from net worth" if you prefer. For example, some users exclude joint accounts or business accounts from personal net worth tracking.
Bank-level security for your financial data
We use Plaid for secure bank connections—the same infrastructure trusted by Venmo, Robinhood, Coinbase, and thousands of financial apps. We can only view your data, never move money or make changes.
- Your bank credentials stay with your bank—we never see or store them
- Read-only access means we can never move money or make changes
- Bank-level encryption protects all data in transit and at rest