Net worth
One live total across property, investments, retirement, cash, private assets, mortgages, and personal debt.
Private, source-aware portfolio intelligence
Know what everything you own is really worth.
Track real estate, stocks, retirement, cash, private assets, and every liability in one private wealth command center.
No public portfolio pagesNo fabricated market dataNo double-counted account balances
Wealth overview
Financial position
Net worth
$—
From your records
Total assets
$—
From your records
Investments
$—
From your records
Liabilities
$—
From your records
Cash movement
Return profile
NOINot available
Cap rateNot available
Cash-on-cashNot available
LTVNot available
The preview intentionally contains no demo financial values.
One ledger, the full position
Evidence behind every important number.
Actual, projected, calculated, user-entered, and provider-supplied data remain visibly distinct.
Investments & retirement
Brokerage, 401(k), Roth IRA, traditional IRA, HSA, crypto, securities, contributions, and employer match.
Real-estate intelligence
Rent, expenses, amortization, equity, documents, maintenance, and source-dated comparable values.
Flexible asset ledger
Track businesses, vehicles, metals, collectibles, and other assets with cost basis, liquidity, and valuation source.
Security by default
Your financial data opens only after signing in to your account.
Every protected request is scoped to an authorized organization. Private uploads use authenticated access, credentials stay server-side, and portfolio pages are excluded from shared caches and search indexes.
Private application boundary
On-site sign-in · private session · organization role
Owner, manager, accountant, and read-only roles
Short-lived authorized document access
Audit history for sensitive changes
Cloudflare HTTPS, WAF, and private caching controls