Auto-track
Your Networth
Automatically track your mutual funds, stocks, loans, bank and credit card balances and more.
Networth Tracking Features
Seamlessly auto-track all your assets and liabilities at one place.
Real-time net worth tracking
Allows users to see their net worth updated in real-time as their financial accounts change.
Integration with financial accounts
Connects to users' bank accounts, investment portfolios, and other financial accounts to automatically calculate their net worth.
Customizable dashboard
Allows users to see the most important metrics related to their net worth, such as total assets, liabilities, and net worth trends.
Asset and liability tracking
This enables users to track and categorize their assets and liabilities, including property, investments, and debts.
Investment portfolio tracking
Provides users with an overview of their investment portfolio and its performance over time.
Budgeting and spending tracking
Helps users monitor their income, expenses, and savings, and provides insights into their spending habits.
Reports and analytics
Generates reports and analytics on users' net worth, income, expenses, investments, and more, providing valuable insights and helping with wealth management decisions.
Getting Started is Easy
Open your account
Sign up for a net worth tracking account with us and provide your KYC details.
Link your investments
Easily share your financial information, including investments, assets, liabilities, goals, income, and more.
Start Tracking
Enjoy a comprehensive dashboard that consolidates all your net worth information in one place for easy monitoring and management.
Frequently Asked Questions
You have different questions?
Our team will answer all your questions. We ensure a quick response.
