Add the account
Add any broker, account or asset bucket once.
Track cash
Track Cash Inside Your Total Wealth View
Cash is part of wealth. Add bank or cash buckets so allocation and net worth are not investment-only.
EUR cash
USD cash
IBKR
Crypto
Funds
Cash buckets
Multi-currency
Manual updates
Cloud sync
Cash + investments
together
together
Cash · Stocks
one view
one view
Track cash in total wealth
Show cash allocation inside total wealth
Add cash entries in the right currency. Update balances when they change. See cash share in Overview and Insights.
Cash (EUR)Bank balance
€6,000Cash (USD)Bank balance
→ EURInteractive BrokersBroker account
€20,000CryptoExchange total
€3,200
Your combined portfolio
€31,200
One total with Track cash alongside your other platforms.
- Investments74%
- Cash19%
- Crypto7%
Manual updates only. EUR cash €6,000 + USD cash $2,000 (display EUR) + broker €20,000 → cash is visible in allocation.
How it works
Track → Update → Understand
Add a bucket, update its value, and see it inside your full wealth overview.
Update the account total
Update invested and current value when you review the account.
See one combined portfolio
See totals, gains and allocation across all your platforms.
Real app insights
See performance, risk and diversification clearly
See the signals that matter without turning your portfolio into a trading terminal.
Portfolio Health
Diversification, concentration and risk signals in one score.
Top movers
Spot the accounts contributing most to gains or losses.
Net worth breakdown
See how wealth is split across investments, cash and alternatives.
Portfolio Health uses rule-based checks. Informational only — not financial advice.
Why this matters
Built for Track cash inside a full portfolio
The problem
Many portfolio screens ignore cash. That makes risk and allocation look more aggressive than reality.
How Total Wealth Tracker helps
Add cash entries in the right currency. Update balances when they change. See cash share in Overview and Insights.
What it does not do
No automatic API sync, no live ticker tracking, and no trading or investment advice.
FAQ
Common questions
Do you connect to my bank?
No. Cash values are entered manually. There is no bank linking.
Multiple cash accounts?
Yes. Add separate rows if you want them split.
Why track cash at all?
So total wealth and allocation reflect reality — not only invested assets.
Related pages
Next step
Track cash on Android
Cloud sync across devices. Partner sharing is optional. No broker API connection required.
