Stop juggling spreadsheets and logins. Track everything in one place with little effort. Stocks, real estate, crypto, private investments, credit cards, and more.
Track stocks, real estate, crypto, private equity, and more. One complete view of your net worth.
Manage multiple entities (personal, LLC, trust). Never miss a tax deadline.
End-to-end encryption. Your data stays yours.
Connect your brokerages, banks, add private investments using our AI helpers.
Group assets under personal, LLC, trust, or family office structures.
Monitor performance, see your complete picture, never miss a tax deadline.