Your net worth, finally in one viewAll your money,
All your money,
one clear number.
Stop logging into five dashboards and a spreadsheet. Connect your accounts with Plaid — or add them by hand — and see investments, bank balances, and credit cards together, always up to date.
Net worth
$107,560
Liquid $6,480Invested $102,290
Brokerage · Fidelity$48,250
Roth IRA · Vanguard$31,900
RSUs · E*TRADE$22,140
Checking · Wells Fargo$6,480
Quicksilver · Capital One−$1,210
Everything in one place
Fidelity, E*TRADE, Wells Fargo, Capital One, Discover and more — investments, checking, and credit cards side by side.
Liquid vs. non-liquid
Instantly see what's spendable right now versus what's invested for later, and your true net worth after debts.
Always up to date
Connect your accounts with Plaid and balances sync automatically — or add and update any account by hand in a tap.
Yours and private
Bank credentials go straight to Plaid, never to us. Access tokens are encrypted, and your data stays behind sign-in.