Consolidate your balance sheet

Assets Side

  • Financial Assets​
  • Non-Financial Assets​

Liabilities side

  • Liabilities​
  • Financial net worth​
  • Net worth
Networth = Financial Assets + Non-Financial Assets - Liabilities​​
Visualise your holdings​
dollarNetworth
add
client

Brokerage accounts

add
money

Private investments

add
pen

Art, jewellary etc

minus
liability

Liabilities

add
home

Real Estate

add
deposit

Deposits

add
retire

Retirement accounts