Track net worth, monitor assets, consolidate finances
Track real estate values and home equity. Monitor vehicle values and maintenance records. Consolidate financial assets and investments in one place. Calculate net worth and view detailed asset insights. Set reminders for financial goals and expenses.
by Phoenix Digital, LLC★ 5.012 ratingsFinanceFreeData updated 2026-09-06
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.
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 with unlimited portfolios and assets. Manually update bank accounts, credit cards, and real estate. Automatically track stocks, ETFs, and crypto with real-time prices. Monitor dividends, cost basis, and unrealized gains or losses.
Track individual assets and total net worth across different asset classes and holdings. View top holdings and all positions. Analyze specific companies for detailed insights and data-driven decision-making.
Track portfolio performance and manage crypto assets with a portfolio tool. Follow , ETFs, or crypto for real-time quotes and personalized . Set alerts for market updates and investment insights.
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.
Buy and sell cryptocurrencies using bank cards, Apple Pay, or bank accounts. Swap and send digital assets securely. Explore NFTs, DeFi platforms, and meme coins. View transaction history and manage wallet settings.
Manage private real estate investments by allocating funds to properties. Track portfolio performance and cash flow. View detailed investment reports and manage holdings. Access market analysis and investor insights.
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
Track Solana-based tokens and NFTs with syncing for up to 3 wallets. View net worth and asset allocation breakdowns. Categorize tokens and NFTs for organized tracking. Upgrade to access other chains and exchanges.
Track investments across stocks, crypto, ETFs, forex, and commodities. Sync with 300+ exchanges and wallets. View real-time prices and portfolio performance. Set price alerts for specific assets. Monitor balances and transaction history.
Access financial data via OAuth2 authentication. Manage net worth by currency. View historical asset account charts. Store access tokens securely using iOS Keychains. No external APIs or analytics tracking. Syncs with III instance.
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.
Manage financial identity by integrating data from banks, income sources, and investment accounts to track net worth and assets. Share financial data instantly for loans, rentals, or planning. Monitor cash and investments in one secure platform.
Send assets and receive local currency instantly in linked bank accounts. No fees, with instant customer support and fast transfer processing. Track transactions and view balance updates in real time.
Track net worth by integrating accounts from banks, investments, and crypto platforms. View all assets and liabilities in one place. Analyze spending patterns and investment performance over time.
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.