Roth Conversion Calculator vs Net Worth Tracker & Projector

Get your free personalized 2026 Roth Conversion Report delivered to your email directly from the results page.

Skip the spreadsheet. Add every account you own and see one number for your wealth. Update balances when they change, watch the chart move, and keep assets and liabilities in the same place. Add brokerage, retirement, cash, crypto, HSA, real estate, cars, and other assets. Add mortgages, auto loans, student loans, personal debt, medical debt, and other liabilities. Link a mortgage to a home or an auto loan to a car when you want to see that property's equity. Your home screen shows today's balance, how it changed, and a chart you can scrub across 1 week, 1 month, 3 months, year to date, 1 year, or all time. Filter by category. Highlights break out liquid accounts, investable assets, real estate, retirement, assets, and liabilities. Update one account or many at once. History keeps each day's snapshot. Optional Update Reminders send a notification on a daily, weekday, or custom schedule so you remember to refresh balances. Each account can use its own currency. Totals roll up in the currency you choose as default. On investing accounts you can save a contribution and expected return. Sign in with Apple, Google, or email. There is no bank login and no brokerage sync. You enter the numbers, so the total is yours. Built for a simple wealth dashboard, not a stock ticker and not a budget app.