Just your wealth.
No bloat.

List your assets & debts in a simple table.
If possible, enter cost of your assets as well.
If you only know the cost, enter it as value.

Connect them to get the latest values automatically.

Have assets in another country? Have Crypto?
Just enter their values with specific currency code.

Add additional details and documents for each item.

Update the values in the table as you go.
Every update is saved in history.
Archive them when you sell the asset or exit the investment.

Asset Details

Store other important documents in Safe Deposit Box.

Safe Deposit Box

Ensure safe transfer of your portfolio to your beneficiary
if something unexpected happens to you.

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