Modules
Net Worth Studio.
Your net worth reconciled continuously. Liquid against illiquid, assets against liabilities, every custodian in one register.
Net Worth Snapshot
All data current$3,232,200+1.5% 30D+$48,300
Total Assets$4,115,200
Total Liabilities$883,000
Liquid Assets$2,480,200
Illiquid Assets$1,635,000
Asset Liquidity Liquid 60% Illiquid 40%
Illustrative preview · sample data, no personal information
Capabilities
The balance sheet, kept honest.
Continuous reconciliation
Balances refresh from your linked institutions and your manually held assets. The number at the top is always current.
Liquidity intelligence
Liquid and illiquid assets tracked separately, so you always know what is reachable and what is committed.
The full balance sheet
Mortgages, margin and credit alongside the assets, exactly as an institution would hold its own book.
Know your number. Always.
Net worth is the heartbeat. Your CFO takes it continuously.