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
Total Net Worth
$247,539
↑ $12,450 this month
B
Chase Checking
••••5432
$8,245
Synced 2h ago
V
Vanguard 401(k)
••••9876
$127,430
Synced 5h ago
C
Credit Card
••••3210
-$2,145
Synced 1h ago

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)
Crypto Holdings
Ethereum
2.45 ETH
$6,125
+2.3%
USDC
15,420 USDC
$15,420
Manual Assets
🏠
Home Equity
Real Estate
$85,000
🚗
2022 Tesla Model 3
Vehicle
$32,000
📄
Student Loans
Liability
-$18,500

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.

Your Percentile Rank (Age 27-29)
68th
You have more wealth than 68% of peers in your age group
  • 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%)
FIRE Goal
$1,500,000
Progress32%
Projected FIRE Date: March 2041
Based on 7% annual return and $2,500/mo contributions
Recent Transactions
Amazon.com
Shopping
-$47.23
PayPal Transfer
Transfer
+$200.00
Whole Foods
Groceries
-$85.67

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

Learn more about our security practices →

Ready to Track Your Wealth?

Start free or upgrade to Premium for $7.99/month. 47% cheaper than Monarch.