Every account counted
Checking, savings, brokerage, 401(k), HSA, crypto, mortgage, cards, loans. All in the same number.
- 13,000+ US banks via Truv
- Coinbase, Kraken, Gemini (crypto)
- Schwab, Fidelity, Vanguard, Robinhood
Every account in one number. Updated every day. A guide reads the trend for your life stage.
Every account, updated every day, with a trend a guide can read.
Checking, savings, brokerage, 401(k), HSA, crypto, mortgage, cards, loans. All in the same number.
See the line month over month, quarter over quarter, year over year. Where you are headed, not just where you are.
No spreadsheets. No CSV imports. Your accounts refresh themselves.
Net worth is just math. AI watches in real time. You read one weekly digest. That's it.
Updated daily from connected accounts. Real-time on bank balances, end-of-day on brokerage.
Yes. Connect Coinbase, Kraken, Gemini, or import via wallet address.
No. Consumer-permissioned, encrypted, never sold.
Yes. Mortgage balance and equity tracked as a liability.
Connected investment accounts are pulled automatically. Private holdings (real estate, business equity) are on our roadmap.
Free plan, forever. No card needed. Pro is less than two coffees a month, with a 7-day trial.