Features Built for Wealth Tracking
Everything you need to track your net worth in one place. No budgeting shame, no feature bloat—just clear, accurate wealth tracking.
Unified Net Worth Dashboard
See your entire financial picture at a glance. Track assets across traditional accounts, crypto wallets, and manual entries—all in one dashboard.
- ✓Real-time net worth calculation
- ✓Historical trend charts (30-365 days)
- ✓Asset allocation breakdown
- ✓Month-over-month growth tracking
Secure Bank Connections
Connect your checking, savings, investment, and credit card accounts through Plaid. Bank-level security with automatic syncing.
- ✓12,000+ institutions supported
- ✓Automatic daily updates via webhooks
- ✓Read-only access (we can't move money)
- ✓Same security as Venmo and Robinhood
First-Class Crypto Tracking
Track your crypto holdings across multiple chains without sharing private keys. We support Ethereum, Polygon, Base, Arbitrum, and Optimism.
- ✓Multi-chain support (5 networks)
- ✓Automatic token balance updates
- ✓Real-time price conversions
- ✓Public addresses only (no private keys)
Manual Asset Tracking
Not everything connects through Plaid or lives on-chain. Track real estate, vehicles, cash, art, private equity—anything with value.
- ✓15 asset categories supported
- ✓Edit history and audit trail
- ✓Custom categories and notes
- ✓Unlimited on Free tier
Percentile Rankings
See how your net worth compares to others in your age group. Opt-in, anonymous, and motivating. Our killer feature that no competitor offers.
- ✓100% anonymous (no names or emails shared)
- ✓Hybrid data: real users + Federal Reserve SCF
- ✓Opt-in only (not enrolled automatically)
- ✓Track your progress over time
FIRE Trajectory Planning
Plan your path to financial independence. See when you could retire early based on your current savings rate and investment growth.
- ✓Customizable FIRE number (25x annual expenses)
- ✓Per-account contribution tracking
- ✓Adjustable return assumptions (3-12% annually)
- ✓Milestone achievements (25%, 50%, 75%, 100%)
Transactions & Reports
Premium users get access to transaction history with automatic categorization, spending reports, and CSV exports.
- ✓AI-powered transaction categorization
- ✓Monthly spending reports
- ✓CSV export for tax prep
- ✓365-day transaction history
Privacy & Security First
We never sell your data. Ever. Bank-level encryption, SOC 2 compliance, and transparent pricing mean your trust is our business model.
Bank-Grade Encryption
AES-256 at rest, TLS 1.3 in transit
SOC 2 Compliant
Hosted on Supabase & AWS infrastructure
No Data Selling
Subscription revenue only, no ads
Ready to Track Your Wealth?
Start free or upgrade to Premium for $7.99/month. 47% cheaper than Monarch.
