Track net worth, investments, real estate, and liabilities in real time. Organize financial data into a centralized dashboard. Securely store and tag tax, financial, and estate documents. Automatically update financial information.
by Compound Financial, Inc★ 4.610 ratingsFinanceFreeData updated 2026-09-06
Manage multiple financial accounts, cards, and investments in a single dashboard. Track expenses, set budgets, and receive personalized spending insights. Use AI to identify unused subscriptions and plan major purchases.
Calculate dimensions, convert units, and perform angle and rafter measurements. Estimate material quantities and layout stairs. Input measurements for precise calculations. Save and reuse formulas for repeated tasks.
Track income and expenses with categorized entries. Create and adjust budgets for personal or business use. Maintain books, cashbooks, and khatabook entries in one interface. Add customers and suppliers to manage financial transactions.
Calculate with customizable inputs for principal, rate, and time. Visualize growth trends and compare scenarios. Track investment progress and set financial goals. Adjust parameters to see long-term returns and optimize savings strategies.
Track portfolio performance with real-time P/L and benchmark comparisons. Analyze risks and receive asset-allocation recommendations. Link multiple accounts including banks, brokers, and crypto wallets.
Track investment portfolios with Family and Applicant Portfolio views. Review asset allocation and net worth composition. Check insurance details and scheme exposure. Monitor mutual fund and equity share investments.
Manage portfolios, view products, and make transactions
View account balances and product details. Manage investments and make transactions. Access contracts, statements, and tax documents. Upload and store important files securely.