Monitor your net worth, investments, and progress towards retirement. Everything in one simple dashboard.
Connect your banks, credit cards, and investment accounts once. We'll keep everything up to date automatically with daily snapshots of every linked account, so your financial story stays crystal clear.
Your bank credentials are never stored on our servers. Plaid securely handles all connections to your financial institutions using the same encryption trusted by major financial apps.
See your net worth, investments, and progress at a glance.
Track how your net worth changes over time with interactive charts showing your assets and liabilities.
See how your wealth is distributed across bank accounts, investments, and other assets.
| Account | Balance | Share |
|---|---|---|
| Everyday Checking | $18,240.10 | 42.6% |
| Rainy Day Savings | $12,875.40 | 30.0% |
| Joint Checking | $11,734.75 | 27.4% |
| Account | Balance | Share |
|---|---|---|
| 401(k) | $195,200.10 | 50.6% |
| Brokerage | $110,450.25 | 28.7% |
| Roth IRA | $55,250.23 | 14.3% |
| HSA | $24,500.00 | 6.4% |
| Account | Balance | Share |
|---|---|---|
| Home Equity | $75,000.00 | 60.0% |
| Vehicle Equity | $50,000.00 | 40.0% |
Model different scenarios by adjusting contributions, returns, and timelines. Track your progress toward financial independence.
Your accounts sync automatically every day. No manual entry needed.
Track all your assets, liabilities, investments, and bank accounts in one place.
Can't connect your bank with Plaid? Track balances manually instead.
Project your investment growth and plan for retirement with the built-in calculator.
Get automatic syncing, investment projections, and unlimited accounts.