Net worth tracker

Your whole net worth, with the investments, the property and the debt in one figure.

Brokerage accounts, cash, a flat with its mortgage, a car, a pension, anything with a value. Everything is valued in the currency you choose, the mortgage comes off, and you can see the figure on any date you like.

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Free plan, no card One portfolio and 10 stock holdings free Bonds, options and custom assets do not count
A dashboard total for several accounts held together, with the current balance, what was invested and the return beside it
AllInvestView
200,000+
Stocks, funds, bonds and crypto priced daily
50+
Currencies, converted at the rate of the day
14
Countries with capital gains rules built in

Property with the mortgage taken off

Add a property with what you paid, what it is worth now and the mortgage balance. Equity is the difference, and it is that equity that counts toward your net worth. Rental income and expenses can be logged month by month.

Open real estate
One property with its market value, its valuation history, its mortgage balance and the equity left after the loan AllInvestView
One property with its value, its mortgage balance and the equity that counts.

Every account, one number

Brokerage accounts, a crypto exchange and a savings account add up to one portfolio. Each position keeps the currency it was bought in and is valued in the base you pick at the rate of the day. You can look at each account on its own or at the total.

A whole portfolio on one date, with balances, total return, IRR, dividends and every holding with its weight AllInvestView
A whole portfolio with every holding and its weight on one date.

The figure on any date, and how it moved

Set an as of date and the whole portfolio moves back to it, balances and weights included. The value over time chart shows how the total has grown and the largest drop along the way.

Open the dashboard
Portfolio performance between two chosen dates, with the return, the capital gain and the dividend yield for that window AllInvestView
One selected period with the return for those twelve months.

Anything with a value goes in

A car, a pension, a private company stake or a painting goes in as a custom asset with its own price history. Update the value when you know it. It sits in the same net worth figure as the rest.

See how imports work
The import review screen with every column mapped and every row read from an unfamiliar file layout AllInvestView
The import review screen after reading an unfamiliar file layout.

The tax figure next to the total

Selling a holding changes both your net worth and your tax bill. The capital gains report shows the gain and the estimated tax per position, under the rules of the country you file in, so the number you plan with is the one after tax.

See the tax report
A capital gains tax report with the period, country and cost basis selectors and gains, dividends and estimated tax per position AllInvestView
Gains, dividends and estimated tax, position by position.
Getting started

How it gets in

1

Connect or upload

Connect your brokers read only, or upload your history as a file. Trades come in with their dates.

2

Add what has no broker

Property, cash, a pension or any asset you value yourself, with its own history.

3

Ask when something looks odd

A real person answers. And if you ask, someone who knows your account helps you reconcile your history with your broker statements, sort out an odd file, or check a tax figure.

Questions

Net worth tracking, answered

What counts toward net worth here?
Stocks, ETFs, funds, bonds, options, crypto, cash, property and custom assets, minus the mortgage balances on your properties.
Can I turn the mortgage deduction off?
Yes. It is on by default and there is a setting to show property at its gross value instead.
Does it handle several currencies?
Yes. Each asset keeps its own currency and the total is shown in the base currency you choose, at the rate of the day.
Can I see my net worth on a past date?
Yes. Set an as of date and the whole portfolio is rebuilt as it stood that day.
Can I track rental income?
Yes. A rental property carries its monthly income and expenses, and the net figure shows with the rest.
What does the free plan cover?
One portfolio and 10 stock holdings, with no card. Bonds, options and custom assets are not counted against that. Broker sync, more portfolios and more holdings are on the paid plans.
Is there a mobile app?
Yes. The iOS and Android apps show the same portfolio and use the same account.

One figure for everything you own

Connect read only, upload a file, add the property. The total fills in from your own records.

Create a free account