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
Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.
The app provides real-time investment account information. Users can view summaries, holdings, performance, history, and statements, and monitor account performance with various rates of return.
Calculator helps users compute offsets and rolling offsets for precise layout planning. Input measurements to calculate basic or advanced rolling angles. Generate detailed reports and save calculations for future reference.
Calculate future asset growth by inputting initial principal, regular contributions, and rates. Simulate withdrawals and track principal, , and balances over time. View visual graphs and tables for detailed growth analysis.
View all financial accounts in one secure dashboard. Monitor income, expenses, and savings. Track cash flow with monthly income and expense reports. Manage bank accounts, 401k, IRA, investments, stocks, and debt.
Track income and expenses to manage monthly budgets. Set financial goals and monitor progress toward target net worth. Calculate net worth in real-time and adjust goals as needed. Sync financial data across devices for consistent tracking.