7 Account Types
Cash, investments, pensions, real estate, alternatives and debt. Each type has tailored fields for accurate tracking.
Free feature
Your Finances, All in One Place
Track stocks, ETFs, crypto, pensions, real estate and more - with real-time prices, multi-currency support and automated snapshots. See your complete net worth at a glance.
Net worth $127,450
Investments$82,300
Pension$31,200
Cash$13,950
Total gains+$12,840 · 11.2%
What you get
Everything you need to track your wealth
Every asset class, every currency, one running total.
Real-Time Prices
Automatic price fetching for stocks, ETFs and crypto. Your portfolio value stays current throughout the day.
Multi-Currency
Hold assets in any currency. Your total converts to your base currency with live exchange rates.
Gains & Cost Basis
See unrealized gains per position. Track cost basis across transactions and know exactly how each holding performs.
Portfolio Snapshots
Weekly automated snapshots track your portfolio over time. View balance history and watch your net worth evolve.
Asset Distribution
Visualize how your wealth is distributed across account types. Understand your allocation at a glance.
How it works
From first account to full picture
Add what you own and the numbers keep themselves current.
1
Create an account
Sign up free. Add your first account - investment, cash, pension or any other type.
2
Add your holdings
Search for stocks, ETFs or crypto by ticker. Enter your positions with cost basis and quantity.
3
Watch it update
Prices refresh automatically. See your gains, losses and total portfolio value in real time.
4
Track over time
Weekly snapshots build your balance history. See how your net worth evolves week by week.
Who it's for
Built for the whole picture
Active Investors
Track individual stocks and ETFs with real-time prices, cost basis and gain/loss per position.
Retirement Planners
Monitor pensions, 401(k)s and IRAs alongside other assets. See your complete retirement picture.
Global Investors
Multi-currency support for internationally diversified portfolios. Track assets across markets.
Net Worth Trackers
Combine investments, real estate, cash and debt for a complete picture of your total net worth.
Want more power?
Premium goes deeper
Premium unlocks daily snapshots, unlimited history, dividend analysis, ETF overlap detection, sector & geographic breakdowns, and the Paycheck Advisor.
Frequently asked questions
Is portfolio tracking free?+
Yes. Basic portfolio tracking is completely free - track multiple accounts, get real-time prices and view weekly snapshots. Premium adds daily snapshots, unlimited history and advanced analytics.
What asset types can I track?+
Cash accounts, investment accounts (stocks, ETFs, mutual funds), pensions, cryptocurrency, real estate, alternative investments and debt. Each type has tailored fields so the numbers stay accurate.
How are stock prices updated?+
Prices are fetched automatically for stocks, ETFs and crypto. Your portfolio value updates throughout the day with live market data, so what you see reflects the current market.
Does it support multiple currencies?+
Yes. Hold assets in different currencies and see your total portfolio value converted to your base currency using live exchange rates - ideal for internationally diversified portfolios.
How do snapshots work?+
A weekly snapshot automatically captures your portfolio value. Over time this builds a history so you can see how your net worth has changed. Premium users get daily snapshots for finer detail.
Can I track transactions?+
Yes. Record buy and sell transactions for each position. The system tracks your cost basis and calculates unrealized gains and losses automatically.
Ready to track your wealth?
See your complete financial picture - every account, in one place.
Free forever for basic features
Portfolio figures shown are illustrative. Basic portfolio tracking is free; advanced analytics are part of Premium. Nothing here is financial advice.