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
- š User-friendly interface
- š Excellent net worth tracking
- š” Great free tier
- š Seamless Plaid integrations
- š° Holistic wealth overview
- š Multi-currency support
- š Efficient data import
- š¬ Responsive customer support
- š Detailed financial insights
- š Tracks diverse assets (real estate, crypto, etc.)
- ⨠Replaces spreadsheets effectively
- š Quick AI import feature
- š Highly recommended by users
- š¼ Good for expats with cross-border investments
- š” Intuitive design for beginners
- ā Comprehensive portfolio tracking
- šļø Organizes finances in one place
- šÆ Best in its sector/market
- š Effortless multi-asset tracking
- ā Powerful tool for wealth management
- š” Advanced tracking capabilities
- š Good international coverage
- š Slick UX
- š” Personal investment consultant
- š Game-changer for financial management
- ā Stable and reliable
- šļø Organizes investments by jurisdiction, currency, asset class
- ā±ļø Saves time on tax and investment reporting
- š Automatically calculated returns
- š Tracks stocks, real estate, cash
- ⨠Smooth and accurate performance
- š Well-designed and useful
- š Easy to use and navigate
- ā Handles multi-currency portfolios well
- š” User interface and functionality well-thought-out
- š Tracks stocks and crypto
- ā Manages portfolio and makes clear decisions
- š” Currency conversion toggle useful for expats
- š Outstanding app for managing investments
- ā Calculates MWR and TWR
- š Tracks past and current gains/losses
- š Makes viewing, understanding, and tracking investments easy
- š Regular updates and good customer support
- š” User-friendly and easy to use
- ā Highly recommended for anyone managing investments effectively
- š Efficiently manages finances
- š Great for tracking advanced investments
- š Replaces old spreadsheets
- š” Personal consultant for investments
- šÆ Most comprehensive wealth and investment tracker
- š Fantastic app for tracking investments
- ā Great PFM app
- š” Valuable for tracking in different currencies and asset classes
- š User-friendly and easy to use
- ā Makes managing investments a breeze
- š Sleek and intuitive interface
- ā Top-notch portfolio managing app
- š Convenient and better than spreadsheets
- ā Worthwhile investment of time for data input
- š Helps control all investments
- š” All needs met and more
- š Great UX and easy to use
- ā Accurate and comprehensive view of assets/liabilities
- š Awesome for tracking wealth
- ā Does it all for wealth tracking
- š User-friendly wealth tracker
Room to Improve
- š Limited features for some users
- š Only shows a few accounts when connected to broker
- š App crashes frequently
- š Failed to register
- š Error after connecting Coinbase account


























