Follow your progress
Explore daily net-worth snapshots by week, month or year. See changes by asset category and how you compare with your all-time high.
Your personal net worth tracker
Different assets. One clear picture.
NWFinance—short for Net Worth Finance—helps you track your net worth across checking, savings, investments, crypto and property. See what you own, understand what’s changing, and follow your progress over time.
Explore what you can doTotal net worth
$186,450.00
+$8,450.00 this month
The bigger picture
5 asset categories- Checking
- $8,450.00
- Savings & interest
- $32,000.00
- Investments
- $56,000.00
- Crypto
- $10,000.00
- Property equity
- $80,000.00
An illustrative portfolio. Your overview starts with your accounts.
A place for every part of your wealth
- Checking
- Savings
- Investments
- Crypto
- Real estate
Beyond the balance
Know where you stand. See what’s changing.
From the interest on your savings to the equity in your home, give every part of your net worth the context it deserves.
Put returns in perspective
Track investment and crypto holdings with market prices, purchase costs and unrealized gains. Explore the distribution of your assets.
See your savings at work
Keep balances, interest rates and accrued interest together, so you can see more than just the money you deposited.
Understand your property equity
Record property valuations and outstanding mortgages. See the equity that contributes to your net worth.
Keep accounts up to date
Record transactions, transfer money between accounts and reconcile balances to keep your overview aligned with your records.
Bring your records with you
Import accounts from an ODS spreadsheet, or export your accounts and net-worth snapshots for your own records.
Meet your AI assistant
Your numbers. A more useful conversation.
Ask questions with your portfolio already in context. Explore your asset allocation, savings rates and potential risks without explaining every balance from scratch.
A few questions to start with
How well diversified is my portfolio?
How could I improve my savings returns?
What are the main risks in my portfolio?
The assistant uses your financial portfolio data to put its responses in context.
From accounts to insight
Build your picture, one account at a time.
- 01
Add what you own
Enter your accounts and holdings, or start with an ODS account import.
- 02
Keep the picture current
Update balances, record transactions and review market-valued holdings.
- 03
Find the bigger picture
Follow your history, explore your allocation and ask the assistant for context.
Good to know
A little more detail.
NWFinance
Make sense of your whole financial picture.
Start with your first account. Let the overview grow with you.