Family Assets: Net Worth

Family Assets keeps your household's books in one place: everything you own, everything you owe, and the net worth in between, written up like a family ledger. NET WORTH, OVER TIME • See assets, debts and net worth at a glance, with the total ruled off twice • Follow your net worth over 3 months, a year, 5 years or all time INVESTMENTS • Track every account: stocks, ETFs, bonds, cash, real estate and more • Record buys, sells, dividends and fees, and see your real return (XIRR) • Set target allocations and see what's on target and what needs rebalancing DEBTS • Mortgages, loans and credit cards, kept by statement balance or by payments • Fixed and variable rates, term end dates, and the interest you pay each year • See what your debt costs next to what your portfolio earns ANY CURRENCY • Keep accounts in any currency, with exchange rates kept up to date ASK SIRI, OR YOUR AI • Ask Siri or Shortcuts for your net worth or the interest you've paid • Export your books to a spreadsheet, or to one file you can share with the AI assistant you use PRIVATE BY DESIGN • No sign-up and no bank logins: you enter only what you want to track • Your data stays on your device and syncs through your own iCloud. We never see it • A monthly reminder to update your values, if you'd like one