Add the account
Add any broker, account or asset bucket once.
Property is often the largest household asset and the easiest to leave out of an investment-only app. Add it as a wealth bucket.
Add a property entry with your working estimate. Update when valuations or mortgages context change in how you think about net equity. Keep liquid assets as separate rows.
One total with Track real estate 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.
Broker screens ignore property. Without it, household net worth and allocation are skewed toward liquid investments.
Add a property entry with your working estimate. Update when valuations or mortgages context change in how you think about net equity. Keep liquid assets as separate rows.
No automatic API sync, no live ticker tracking, and no trading or investment advice.
No. Enter the property-related value you want in the overview. The app does not pull land-registry or bank data.
No. You supply the estimate; the app organizes it with other wealth.
Yes. Partner sharing on a workspace is optional if you want a household overview.
Cloud sync across devices. Partner sharing is optional. No broker API connection required.