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
View investment accounts with a personalized dashboard showing portfolio activity, asset allocation, gains, and losses. Customize dashboard layouts. Access company details and contact information for financial team.
Track and manage financial assets with real-time data aggregation. View comprehensive investment reports and performance analytics. Customize dashboards and set alerts for account activity. nd export detailed financial statements.
Track net and organize accounts by family member. Monitor wealth growth over time and generate professional reports. Project financial future and share updates securely. Add accounts and family members to create a personalized financial overview.
Create an account and allocate capital to alternative investments. Monitor portfolio performance with transparent reporting. Access news and insights on global markets. Track investment opportunities and manage capital distributions.
Track stock prices and market data in real time. Buy and equities, ETFs, and gold certificates. Participate in IPOs and manage investments. Set price alerts and view portfolio performance. Access trading history and transaction details.
Track stocks, cryptocurrencies, and dividends with real-time data and market insights. View performance, set price alerts, and receive financial news. Manage multiple assets and analyze historical trends.
Trade stocks, derivatives, and fixed income assets with real-time market data accessible without login. Open accounts, execute trades, and receive order confirmations digitally. Access customized research reports and market alerts.