Networth Tracking Features

Seamlessly auto-track all your assets and liabilities at one place.

Real-time net worth tracking
Allows users to see their net worth updated in real-time as their financial accounts change.
Integration with financial accounts
Connects to users' bank accounts, investment portfolios, and other financial accounts to automatically calculate their net worth.
Customizable dashboard
Allows users to see the most important metrics related to their net worth, such as total assets, liabilities, and net worth trends.
Asset and liability tracking
This enables users to track and categorize their assets and liabilities, including property, investments, and debts.
Investment portfolio tracking
Provides users with an overview of their investment portfolio and its performance over time.
Budgeting and spending tracking
Helps users monitor their income, expenses, and savings, and provides insights into their spending habits.
Reports and analytics
Generates reports and analytics on users' net worth, income, expenses, investments, and more, providing valuable insights and helping with wealth management decisions.
Track, Invest & Plan Wealth

Getting Started is Easy

Open your account

Sign up for a net worth tracking account with us and provide your KYC details.

Link your investments

Easily share your financial information, including investments, assets, liabilities, goals, income, and more.

Start Tracking

Enjoy a comprehensive dashboard that consolidates all your net worth information in one place for easy monitoring and management.

Frequently asked questions

What is net worth tracking?
Net worth tracking is a process of calculating and monitoring an individual's assets and liabilities to determine their overall financial worth.
Why is net worth tracking important?
Net worth tracking is important because it provides a comprehensive overview of an individual's financial situation and helps them make informed decisions about their finances.
What information is required for net worth tracking?
To track your net worth, you will need to provide information about your assets, liabilities, income, expenses, and investment goals.
How does net worth tracking work?
Net worth tracking works by connecting to your financial accounts, such as bank accounts, investment portfolios, and more, and automatically calculating your net worth based on the information provided.
Can I track my net worth without sharing my financial information?
No, you will need to provide information about your financial accounts and assets to accurately track your net worth.
Is net worth tracking safe?
Yes, net worth tracking is safe as long as you use a reputable service that follows best practices for data security and privacy.
What kind of insights will I get from net worth tracking?
Net worth tracking provides insights into your overall financial situation, including your assets, liabilities, income, expenses, and investment performance, which can help you make informed decisions about your finances.

Complete wealth solutions at your fingertips!