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Net worth, consolidated

Your money is everywhere.
Your net worth shouldn't be.

Interactive Brokers, your bank, retirement, crypto, funds, cash — across countries and currencies. See it all as one live number, in the currency you actually think in.

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Import screenshots, PDFs & spreadsheets · Live prices · Any currency

Net worth · USD

$248,500

▲ +9.2%

Interactive Brokers$86,400
Fidelity 401(k)$71,200
Vanguard Funds$52,600
Chase Savings$24,800
Coinbase$13,500

The problem

Ten logins. No answer to one question.

Your assets are scattered across brokers, banks, apps, and currencies. None of them tell you what you're actually worth — or whether it's going up.

BrokerageBankRetirementMutual fundsCryptoDepositsUSD · EUR · GBP

What you get

Everything you own, kept current — with almost no data entry.

New · Import anything

Screenshot, PDF, CSV, or Excel — we read it.

No typing rows by hand. Drop a screenshot, a PDF statement, or a CSV/Excel export from any broker, bank, or wallet — every holding is read into a table you review before anything is saved.

  • ✓Screenshots, PDFs, CSV & Excel — any broker, bank, or country
  • ✓Tickers matched to live prices automatically
  • ✓You review and edit every row — nothing saves until you confirm
PNGPDFCSVXLSX
AAPL45$14,832
Vanguard S&P 50012.4$6,050
Cash balance—$3,200
ETH1.5$4,410
read

Ready to add

  • Apple✓ live$14,832
  • Vanguard S&P 500 ETF✓ live$6,050
  • Cash balance$3,200
  • Ethereum✓ live$4,410

Live, not stale

Enter a holding once. The value keeps up on its own.

Stocks, ETFs, funds and crypto reprice themselves from live market data. Your net worth reflects today's prices — not what you typed in last month.

  • ✓US, India, funds and crypto priced automatically
  • ✓Unrealised gains, updated as the market moves

Net worth over time

DailyMonthlyYearly

▲ +$21,040 over 90 days

See where it sits

Know how your wealth is actually split.

Allocation breakdowns by asset class, currency, and account show your real exposure at a glance — and top gainers and losers surface what's moving.

  • ✓Asset class, currency, and per-account views
  • ✓Spot concentration before it becomes a surprise

By asset class

  • Stocks$86,400 · 35%
  • Retirement$71,200 · 29%
  • Funds$52,600 · 21%
  • Cash$24,800 · 10%
  • Crypto$13,500 · 5%

One currency, your choice

Report in the currency you actually think in.

Hold USD, INR, EUR and more at once? Convert your whole net worth into a single reporting currency with live FX, and switch anytime — the allocations stay the same, only the numbers rescale.

  • ✓Live exchange rates, not stale figures
  • ✓Switch between currencies with one tap

Reporting currency

HKDUSDINREUR

HK$1,938,300

≈ $248,500 · ₹20,74,000 · €228,900

Same wealth, one number — in whichever currency you think in.

Pricing

One price. Your whole net worth.

No tiers and no add-ons — every feature is included from day one. Try it free for 14 days; you’re only charged if you decide to keep it.

  • ✓Unlimited accounts & holdings
  • ✓AI import from screenshots
  • ✓Live prices — stocks, funds & crypto
  • ✓Multi-currency with live FX
  • ✓Daily trend & allocation insights
  • ✓Privacy mode for shared screens
Save 38%
$89/year

Just $7.42 / month, billed annually

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See your whole net worth. In one place.

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