Wealth Analytics at Your Fingertips
A fully customisable investment dashboard for all of your assets around the world
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Automated net-worth tracking: analyse your information across asset classes
Analyse your data to unearth the drivers of (and drags on) your net worth. Bank accounts, credit cards, stocks, crypto, real estate & more, all updated in real time across 12 countries. View the full list here
Break down assets, liabilities, income & expenses to calculate your net worth (balance sheet), resource & portfolio performance (P&L) and soon any potential liabilities (Cash Flow)
Rebalance to maintain a target allocation as assets grow, set and track performance towards investment goals and build a customisable dashboard that shows exactly what you want it to