Track and manage assets and net worth.
The app allows users to track and manage assets and net worth with custom categories, tags, and locations. It supports foreign currencies and provides multiple charts for financial progress analysis and reporting.
Showing 121–140 of 1,000 ranked alternatives.
StockTalk, Inc.
Optimize portfolios and track investments
Track investment performance and analyze portfolio risk. Receive personalized financial insights and recommendations. Adjust portfolio allocations and minimize capital-gains taxes. Identify and reduce fund fees.
Reftab LLC
Scan assets, assign users, track maintenance
Scan barcodes and QR codes to track assets. View and edit equipment details. Assign assets to users or move them between locations. Perform routine maintenance tasks. All changes sync with the dashboard in real time.
Elyon Labs, LLC
Track spending, view charts, and analyze budgets
View budget data through customizable charts and reports. Track spending patterns and visualize financial goals. Sync with via API to update budgets in real time. Export detailed analytics and summaries. Set alerts for budget thresholds.
AllianceBernstein L.P.
Access account balances and transfer funds
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.
Giacomo Poppi
Define goals and track progress
Track net worth by listing assets and liabilities. Set goals and monitor progress. Forecast future income and expenses. Analyze spending patterns and receive personalized insights. Create a roadmap with milestones to guide long-term planning.
True Potential LLP
Access finances on the go.
The app provides access to finances on-the-go. Users can view investments, track performance, and add to investments from £1.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.