Upload a PDF
Brokerage PDFs, custodian statements, exports — we read tables and line items, map them to the catalog, and stage draft holdings for a quick review.
All your values securely stored and encrypted — even our team cannot see your net worth.


Live intelligence
One calm place for balances, liabilities, and market-aware valuations that update as the world moves.
Effortless capture
Two ways in — same parser. Upload a statement or forward mail to your NetWorthy inbox. We extract the rows; you confirm before anything hits your dashboard.
Brokerage PDFs, custodian statements, exports — we read tables and line items, map them to the catalog, and stage draft holdings for a quick review.
Use your private NetWorthy address. Forward confirmations, receipts, or custody notices — we pull symbols, amounts, and dates into the same draft queue as PDFs.
Nothing posts silently: you approve parsed rows, adjust currencies or quantities, then publish — same live pricing and catalog as manual entry.
PDF import and inbox capture are rolling out to accounts over time. Manual add and edit always stays available.
We connect to trusted APIs so your portfolio reflects real markets — without you juggling spreadsheets.
Markets
Live quotes for positions where tickers and identifiers line up — so your equity sleeve stays honest.
Commodities
Gold, silver, and more — priced with the same rigor you expect from a serious wealth dashboard.
Digital
Where supported, coin-level pricing keeps your alternative sleeve aligned with liquid markets.
Real estate
Blended models and signals can suggest ballpark property values — a smart layer on top of what you already know.
When you cannot answer
Name trusted emails who may request access. You approve or deny while you can; if there is no reply for a week, trusted requests auto-accept—so no one waits in limbo. They then see what you hold, where, and how much.
Planning
Model how today’s choices compound into tomorrow’s freedom. See how spending, saving, and market paths interact so you can stress-test the life you want — not just the number on a screen.
Pro layers in projections that respect your currency, your liabilities, and the messy reality of real portfolios.
Analysis
Go beyond a single score: understand concentration, gaps, and where your net worth leans — across accounts, asset classes, and currencies — so diversification becomes a story you can act on.
Forward view
Explore trajectories for your net worth with assumptions you control — a living chart for decisions, not a static snapshot. Built for people who want clarity, not hype.
Community
Not everything has a clean API — rare collectibles, niche real estate, private deals. NetWorthy is designed for a growing peer-to-peer layer where verified contributors and shared signals help keep illiquid lines honest. When markets are silent, word of mouth still travels — curated, transparent, and built for trust.

iOS app
Track holdings, watch live prices where your plan supports them, and open the same calm dashboard you use on the web — built for iPhone and iPad.
Free on the App Store. Sign in with your NetWorthy account and pick up where you left off.
Pricing
Start free, then upgrade when you want auto-filled values, deeper analysis, and more.
Free
Start with the essentials and track your money manually.
Lite
Best when you only want automatic current prices.
Pro
Upgrade for live prices, forecasting, diversification insights, and will tools.