Core feature
A Net Worth Tracker Built on Your Real Numbers
Track your net worth over time across every property, investment, and account you own. Your cash flow table shows what happened this month. Your net worth tracker shows whether any of it actually added up.
- Net worth trend over months and years
- Cash positions updated from your imports
- Properties, investments, and loans in one register
- Optional AI valuations via MCP
Cash and everything else
The Asset Register
Your cash position in the register comes from the same bank accounts you import for your cash flow table. When new transactions land, the latest balance for each account is already there. Hit Refresh cash position any time to pull the current figures across every linked account, so net worth is not based on numbers you typed in weeks ago. You can set a manual balance when an import does not include one.
Add the assets that do not live in a bank balance: property, vehicles, shares, super, or anything else you own. Give each one a value and update it when something material changes. Bought an investment with a loan? Add the loan account too. The amount you borrowed offsets the value of what you bought, so total net worth stays honest instead of counting the asset without the debt that funded it.
Net Worth Over Time
- Total net worth across properties, investments, and cash, in one view
- The trend over months and years, so you see the trajectory, not just a snapshot
- Filter by asset class or cash when you want to see what moved the total
- The same structured, month-by-month view finance teams use, built for personal use
Keep Valuations Realistic With Your Own AI
We do not put a value on your investments for you. Valuation depends on your assumptions, and those are yours to make. What you can do instead is connect your favorite AI tool through our MCP server and let it do the data entry.
Link Claude, ChatGPT, or another MCP client, sign in with your account, and ask it to list your assets, add a new one, or update a valuation. Set a routine that works for you, say once a month for listed shares or every quarter for property, and the register stays current without you opening every line item by hand.
See Your Real Net Worth Trend
Start a 28-day free trial and add your first asset in minutes.
General information only, not personal financial advice. Read the FAQ