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This AI-powered finance app simplifies portfolio tracking and net worth management. It offers automatic calculation of key financial metrics, dynamic watchlists with real-time market updates, and intelligent tracking of gains and losses. Visualize your financial health with comprehensive allocation insights and proactive notifications.
Track all your investments, from crypto and stocks to property and loans, in over 40 currencies. Gain a comprehensive view of your wealth, understand performance, and make informed decisions with detailed analytics and secure bank connections.
What We Love
π User-friendly interface
π Excellent net worth tracking
π‘ Great free tier
π Seamless Plaid integrations
π° Holistic wealth overview
π Multi-currency support
π Efficient data import
π¬ Responsive customer support
π Detailed financial insights
π Tracks diverse assets (real estate, crypto, etc.)
β¨ Replaces spreadsheets effectively
π Quick AI import feature
π Highly recommended by users
πΌ Good for expats with cross-border investments
π‘ Intuitive design for beginners
β Comprehensive portfolio tracking
ποΈ Organizes finances in one place
π― Best in its sector/market
π Effortless multi-asset tracking
β Powerful tool for wealth management
π‘ Advanced tracking capabilities
π Good international coverage
π Slick UX
π‘ Personal investment consultant
π Game-changer for financial management
β Stable and reliable
ποΈ Organizes investments by jurisdiction, currency, asset class
β±οΈ Saves time on tax and investment reporting
π Automatically calculated returns
π Tracks stocks, real estate, cash
β¨ Smooth and accurate performance
π Well-designed and useful
π Easy to use and navigate
β Handles multi-currency portfolios well
π‘ User interface and functionality well-thought-out
π Tracks stocks and crypto
β Manages portfolio and makes clear decisions
π‘ Currency conversion toggle useful for expats
π Outstanding app for managing investments
β Calculates MWR and TWR
π Tracks past and current gains/losses
π Makes viewing, understanding, and tracking investments easy
π Regular updates and good customer support
π‘ User-friendly and easy to use
β Highly recommended for anyone managing investments effectively
π Efficiently manages finances
π Great for tracking advanced investments
π Replaces old spreadsheets
π‘ Personal consultant for investments
π― Most comprehensive wealth and investment tracker
π Fantastic app for tracking investments
β Great PFM app
π‘ Valuable for tracking in different currencies and asset classes
π User-friendly and easy to use
β Makes managing investments a breeze
π Sleek and intuitive interface
β Top-notch portfolio managing app
π Convenient and better than spreadsheets
β Worthwhile investment of time for data input
π Helps control all investments
π‘ All needs met and more
π Great UX and easy to use
β Accurate and comprehensive view of assets/liabilities
π Awesome for tracking wealth
β Does it all for wealth tracking
π User-friendly wealth tracker
Room to Improve
π Limited features for some users
π Only shows a few accounts when connected to broker
