Precious vs Stewardfi

Precious helps you track and organize everything you own — from real estate and vehicles to watches, stocks, and precious metals. Understand your total wealth at a glance and keep all your assets structured in one secure place. Key Features • Track your total net worth instantly • Organize assets by categories like real estate, vehicles, cash, stocks, and digital assets • Manage collectibles, jewelry, watches, and precious metals • Clean and intuitive asset management • Multi-currency support • Secure and private portfolio tracking • Simple asset creation and editing Whether you’re managing investments, luxury items, or personal assets, Precious gives you a clear overview of your wealth. Start organizing your assets and take control of your financial picture today.

Most households have no idea where their money actually goes. Not because they're careless, but because nobody has ever put it in front of them clearly. Stewardfi fixes that. Every month, a licensed CPA personally goes through every transaction in your connected accounts and organizes your household's finances into plain-language monthly statements: where your money went, and what you own and what you owe. Not just an app. A person who does this for a living, looking at your actual numbers. WHAT YOU GET EACH MONTH - Monthly statements written to be read by a human being — no accounting jargon - Personal, business, and combined views if you run something on the side - Notes from your CPA on anything worth knowing - A clear net worth picture, tracked month over month WHAT'S IN THE APP - Every transaction, categorized and searchable - Spending broken down by category, with drill-downs - Net worth with a full assets and liabilities breakdown - Your monthly statements, ready to open or download - All your accounts in one place, grouped by institution - Direct messaging with your CPA BUILT BY A CPA, NOT A STARTUP Stewardfi's entire system — the chart of accounts, the categories, the statement structure — was designed by a licensed CPA who spent his career in trade accounting and derivatives. It's built on how financial statements are actually supposed to work. YOUR DATA Bank connections are read-only through Plaid. Stewardfi never sees your banking credentials and can never move money. Your data is encrypted, and you can delete your account at any time from inside the app. TRY IT FIRST Tap Demo on the opening screen to explore the full app with sample data. No account, no email, nothing to sign up for. FOR STEWARDFI CLIENTS This app is the companion to the Stewardfi service. Accounts are set up directly with your CPA — there's no signup inside the app. If you're not a client yet and want to be, visit stewardfi.ai. Stewardfi provides its reports as a consulting service. They are not an audit, review, or compilation, no assurance is provided, and they are not investment, tax, or legal advice.