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
Automatic Account Sync connects and updates financial accounts in real time. Monitor assets, liabilities, and investments. View net with daily snapshots. Set budgets and track spending. Receive alerts for account activity.
Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
Manage financial assets by linking bank cards, Alipay, WeChat, and cash wallets. Track liabilities and net assets with detailed statistics. Organize expenses using two-level classifications and custom icons.