Net worth tracker:
Everything you own and owe, in one number

A net worth tracker adds up everything you own and subtracts everything you owe, so you see one number for your whole financial life.

PortfolioPilot combines connected accounts with the property, private investments, cash and loans you add, and shows how the total changed over the past week, month or three months. Included in the Free plan.

Feature basics

Which plan you need
The net worth tracker and every asset category. Included in the Free plan
Covers
Securities, real estate, private equity, cash and other assets, minus debts
Change
Over the past week, month or three months

What does the net worth view show?

An illustrative household. Switch between assets and liabilities.

portfoliopilot.com/track/networth

Illustrative net worth breakdown for a hypothetical household: securities, real estate, private equity, cash and other assets, then the mortgage, car loan and credit card that come off them.

The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.

How it works

How the net worth tracker works in PortfolioPilot

Three steps from your accounts to the answer.

Step 1

Add your accounts

Connect brokerages, 401(k)s and IRAs, upload a statement, or enter holdings by hand.

Step 2

Add what is not in an account

Use the tiles for Real estate, Private equity, Cash and Other assets, including loans.

Step 3

Watch the total

Track shows your net worth and how it changed over 1w, 1m or 3m.

What counts

What goes into your net worth?

Five asset categories, and the debts you enter against them.

Securities

Brokerage accounts for stocks, mutual funds, bonds, ETFs, options and crypto.

Real estate

Your home, investment properties and land, with a live value for US addresses.

Private equity

Private funds, angel investments and pre-IPO company equity.

Debts

Mortgages, car loans and credit cards, entered as balances that come off the total.

Related net worth tracking features

See your whole net worth

Add your accounts and everything else you own. The net worth tracker is included in the Free plan.

Bank-level security. Learn more
Questions

Questions about the net worth tracker

Short answers here, with a link to the full help center article where one exists.

Can PortfolioPilot track my entire net worth?

Yes. Connect accounts and add real estate, private equity, cash, other assets and debts. Read more in the Help Center →

Will my net worth stay up to date?

Connected accounts update on their own. Values you enter stay as you set them until you change them. Read more in the Help Center →

How do I track a loan or other debt?

Add it as a balance under Cash, Other assets or with the property it belongs to. Read more in the Help Center →

Why is an account counted twice?

Usually the same account was connected and also uploaded or entered by hand. Read more in the Help Center →

Is the net worth tracker free?

Yes. It is included in the Free plan.