Real estate, private equity, stocks, and cash — all tracked together. See your true net worth across every investment you own.
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🏠 Real Estate
Add properties, update valuations, and watch your equity grow over time with visual charts.
💼 Private Equity
Track all your alternative investments with deal details, conversion terms, and periodic valuations.
Upload your SAFE documents and we'll extract the key terms automatically — valuation cap, discount, pro-rata rights.
Update valuations when you get new information from funding rounds, 409A valuations, or secondary sales.
Track dividends, distributions, and exits. See your actual returns including all cash flows.
Keep your SAFEs, stock certificates, and other documents attached to each investment for easy reference.
Track every asset class in one place. No credit card, no bank login required.
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