01
Live
Live intelligence
Balances, liabilities, and market-aware valuations in one calm view — so your picture of wealth stays current without spreadsheet chaos.
Product map
Every capability, one coherent system
From capture to live pricing, analysis, forecasts, and legacy planning — ingest at the top, act from the hub, plan below — then read the cards for detail.
Feature flow
Ingest
LIVELive intelligenceCAPEffortless captureATXAutomatic transactionsAPILive data, wired inWILLWill & trusted access
NetWorthy
One ledger · live valuations · your rules
Plan & extend
How it fits together
Same catalog and live pricing whether you type holdings in or import a file — then layer analysis, forecasts, and planning on top.
02
Capture
Effortless capture
Upload a statement from Trade Republic, Revolut, Robinhood, Fidelity or another broker. We parse rows into a draft queue; you confirm before anything hits your dashboard.
03
Automate
Automatic transactions
Schedule salary, rent, mortgages, insurance, and subscriptions once — balances update on schedule, with upcoming views, full history, and rent & subscription health insights.
04
Markets
Live data, wired in
Stocks & funds, precious metals, crypto where supported, and your own property estimates — trusted APIs so your portfolio reflects real markets.
05
Legacy
Will & trusted access
Name trusted contacts who may request access; approvals and time-bound rules so the right people know what exists and where — when it matters.
06
Planning
Early retirement modeling
Stress-test spending, saving, and market paths so tomorrow’s freedom isn’t a guess — projections that respect currency, liabilities, and real portfolios.
07
Analysis
Diversification you can act on
Concentration, gaps, and where net worth leans across accounts, asset classes, and currencies — not just a single diversification score.
08
FIRE
Financial independence, retire early
The Pro FIRE planner turns your real numbers into a FIRE number, a timeline and scenarios you can compare.
09
Community
Peer-to-peer signals
For illiquid lines without clean APIs, a growing layer of verified contributors and shared signals helps keep rare assets honest when markets are silent.
Go deeper
Privacy
All of your values are encrypted at rest in our databases, and we never ask for your bank login.
Ready to see your whole picture?
Create a free account and start with manual entry — add capture, live prices, and deeper tools when you want them.