Features
Track All Assets
Manage stocks, crypto, commodities, deposits, and other custom assets with real-time updates.
Custom Assets
Add unique assets to match your portfolio, whether it's collectibles, private investments, or anything else.
Emergency Fund Management
Track your emergency fund across cash, commodities, currencies, or custom asset classes.
Liabilities Overview
Monitor mortgages, debts, and other liabilities alongside your assets to get the full financial picture.
Real-Time Net Worth
Your net worth updates dynamically based on your assets, liabilities, and budgeting.
AI Portfolio Analysis
Get monthly or on-demand AI-driven insights after meaningful changes to your portfolio.
Savings & Goal Tracking
Define financial goals and track your progress, powered by live portfolio and budget data.
FAQ
Frequently asked questions
Quick answers to the questions people ask most before getting started.
You can add and track a variety of financial data including emergency fund items like currencies, deposits, commodities, and others. Assets such as stocks, cryptocurrencies, deposits, commodities, real estate, private equity, and custom assets can be managed. Debts including mortgages, loans, credit cards, and other liabilities are also supported.
Your financial data updates automatically — crypto prices every 15 minutes; stocks, commodities, and currencies daily. When you open the dashboard, you see the most recent snapshot from the last update.
Predefined categories allow users to track all types of assets and liabilities. You can further customize them by adding detailed information such as price per unit, invested amount, compound interest rate, and more.
Net worth is calculated based on your assets, savings, and emergency fund, then decreased by liabilities. It refreshes on the same schedule as the rest of your portfolio — crypto every 15 minutes, other market data daily.
We have an AI assistant that analyzes your portfolio based on all provided data. This feature requires opt-in because of our privacy-first policy; by default, no data is shared with the AI tool.
Exactly, users can define savings goals and monitor their progress. They can also run simulations to see when their goal will be reached based on declared monthly top-ups.