Add the account
Add any broker, account or asset bucket once.
Not everything fits stocks/crypto/cash. Use custom types or alternative buckets for collectibles, private deals or other holdings you want in net worth.
Create clearly named entries (and custom types when needed). Update values deliberately. See alternatives beside mainstream categories.
One total with Track alternatives alongside your other platforms.
Add a bucket, update its value, and see it inside your full wealth overview.
Add any broker, account or asset bucket once.
Update invested and current value when you review the account.
See totals, gains and allocation across all your platforms.
See the signals that matter without turning your portfolio into a trading terminal.
Diversification, concentration and risk signals in one score.
Spot the accounts contributing most to gains or losses.
See how wealth is split across investments, cash and alternatives.
Portfolio Health uses rule-based checks. Informational only — not financial advice.
Odd assets get forgotten in spreadsheets. If they are material, your net worth view should still include them.
Create clearly named entries (and custom types when needed). Update values deliberately. See alternatives beside mainstream categories.
No automatic API sync, no live ticker tracking, and no trading or investment advice.
Anything you want in wealth that is not covered cleanly by standard broker/crypto/cash rows — tracked as a named bucket.
No. You assign the value.
Use labels you are comfortable with. The product stores the names and values you enter.
Cloud sync across devices. Partner sharing is optional. No broker API connection required.