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.
Track net worth by entering assets like real estate, bank accounts, and stocks, and liabilities such as loans and mortgages. Update portfolio regularly to monitor progress toward financial goals. View progress visuals and asset allocation charts.
Track assets, monitor net worth, manage investments
Track investment portfolios with real-time updates and net worth aggregation. Add assets like stocks, ETFs, real estate, and collectibles. Visualize holdings in a single dashboard. Monitor net worth 24/7.
Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.
