All your assets in one place
By aggregating all your assets, you can easily track your net worth, understand asset allocation and diversification, and gain valuable insights into the performance of your current financial plan.
Financial Planning Tools Start for free
Asset Classes
Start your financial planing by defining assets. Select from a broad list of predefined assets or create your custom asset class.
Cash Account
bank accounts, physical cash
Cash Equivalent
deposits, savings, T-bills
Bond
government, corporate bonds
Stock
AAPL, MSFT, VTI, VOO
Brokerage Account
robinhood, fidelity, vanguard
Real Estate
houses, buildings, land
Vehicle
cars, motorcycles, boats
Digital Asset
domains, NFTs
Cryptocurrency
bitcoin, ethereum, litecoin
Equity
start-ups, private comanies
Collectible
watches, fine art, classic cars
Commodity
gold, metals, oil, grains
Intellectual Property
music, books, patents
Long-Term Savings
retirement, children's fund
Other Asset
anything else
Quickly add
all the details
Adding new assets is as quick as typing just name and value. For better level of detail in your financial planning, set custom details for of your assets.
Name
A customizable identifier chosen by you to label and distinguish the asset within the portfolio of your financial plan.
Current Value
The current price at which it can be bought or sold in the market, or the balance of funds held within the asset's account.
Currency
The monetary unit used for valuation, trading, and financial transactions associated with the asset.
Ownership
The legal control or possession status held by an individual or entity over the asset in the current financial plan.
Yield
The income or return generated by the asset over a specific period, presented as a percentage of the asset's value.
Maturity
The designated date when the asset's term, contract, or investment period comes to an end.
Liquidable
The asset's ease of conversion to cash or liquidation without delay, cost, or difficulty.
Notes
User generated notes regarding the asset's characteristics, performance, or other relevant information.
Log your Progress
No matter how large your portfolio, our Progress Log features makes it easy to quickly go through all of them and record their evolution.
Blazing fast
Quickly go through your entire list of assets in one screen no matter the complexity of your financial plan.
Don't miss a thing
Update all your assets in one place and you can be sure you never miss one. There's no better visual confirmation.
Pre-populated
Each asset value is pre-populated with the latest value. Mark it as done when there's no change or update it with the current value.
Progress Tracking
Track and analyze the progress of all your assets or of each individual asset over time.
Net Worth
Get to know your net worth, a snapshot of your overall financial health. Tracking your net worth over time can indicate whether your financial plan is improving or deteriorating.
$563,500.00
Asset allocation
Understand how your portfolio is currently divided among different types of assets and how it has evolved over time.
Individual asset tracking
Get detailed insights for each individual asset to understand its evolution and performance.
Return on Investment (ROI). Get instant insights on the lifetime performance of an asset.
Asset Value. The market value evolution of the current asset over time.
Asset Cash Flow. Income and expenses generated by an asset over time, not taking into account financing activities.
Annualized Rate of Return (ARR). Easily compare the performance of an asset with other assets.
Asset Activity Records. The timeline of all the activity records of an asset including purchase and sale events, coupons, fees, taxes, maturity, market value updates, and others. See all types of activity records
