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.
An illustrative household. Switch between assets and liabilities.
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.
Three steps from your accounts to the answer.
Connect brokerages, 401(k)s and IRAs, upload a statement, or enter holdings by hand.
Use the tiles for Real estate, Private equity, Cash and Other assets, including loans.
Track shows your net worth and how it changed over 1w, 1m or 3m.
Five asset categories, and the debts you enter against them.
Brokerage accounts for stocks, mutual funds, bonds, ETFs, options and crypto.
Your home, investment properties and land, with a live value for US addresses.
Private funds, angel investments and pre-IPO company equity.
Mortgages, car loans and credit cards, entered as balances that come off the total.
Add your accounts and everything else you own. The net worth tracker is included in the Free plan.
Get startedShort answers here, with a link to the full help center article where one exists.
Yes. Connect accounts and add real estate, private equity, cash, other assets and debts. Read more in the Help Center →
Connected accounts update on their own. Values you enter stay as you set them until you change them. Read more in the Help Center →
Add it as a balance under Cash, Other assets or with the property it belongs to. Read more in the Help Center →
Usually the same account was connected and also uploaded or entered by hand. Read more in the Help Center →
Yes. It is included in the Free plan.