Track your finances together
Share your portfolio with your partner, family members, or financial planner. Choose who can view and who can edit, with role-based access control.
Role-based access
You control who sees what
Invite people as viewers (read-only) or editors (can add and update assets and debts). You stay in control as the portfolio owner, with the ability to manage access at any time.
Household finances
Perfect for couples and families
Track your household net worth together. Both partners can add assets and debts, and everyone sees the same up-to-date dashboard. Great for joint financial planning and staying aligned on your goals.
Multiple portfolios
Up to 10 portfolios on Pro
Create separate portfolios for different purposes — one for your household, one for your personal investments, one shared with your financial planner. Pro subscribers can create up to 10 portfolios.
Ready to see your full financial picture?
Start tracking your net worth today. Free to use, no credit card required.