Track Your Net Worth.
Keep Your Privacy.
Your portfolio. Your device. No account required.
The Problem With Every Other Tracker
Most portfolio trackers ask for your brokerage credentials. They connect through aggregators like Plaid and Yodlee, routing your login details through third-party servers you have never heard of.
Your holdings, your balances, your entire financial picture — sitting on someone else's infrastructure, funding someone else's business model. One breach and it is all exposed.
You should not have to trade your privacy to track your portfolio.
A Different Approach
Built from the ground up so your financial data never leaves your hands.
No Credentials Required
Never share your brokerage login. You enter your holdings manually — no aggregators, no third-party access to your accounts.
Local by Default
All your data is stored on your device using iOS Data Protection. Nothing is transmitted anywhere unless you choose otherwise.
Your iCloud, Optional
Want to sync across devices? Enable iCloud sync. Your data goes to your private iCloud database — encrypted with your keys, not ours.
Everything You Need
Powerful portfolio tracking without compromising your privacy.
Net Worth Dashboard
See your total net worth across all portfolios at a glance with real-time breakdowns.
Interactive Charts
Visualize performance over time with interactive line charts and historical snapshots.
Asset Allocation
Understand your diversification with clear breakdowns by account, asset type, and sector.
XIRR Returns
Calculate annualized returns using XIRR — the most accurate method for portfolios with irregular cash flows.
CSV Import
Import your holdings from a spreadsheet. Move your data in without retyping everything.
Gain/Loss Tracking
Track unrealized gains and losses across your holdings with percentage and absolute values.
Monthly Snapshots
Automatically capture monthly snapshots to build your net worth history over time.
Full Accessibility
Built with VoiceOver, Dynamic Type, and high contrast support from day one.
How It Works
Up and running in under two minutes.
Create a Portfolio
Name your portfolio — retirement, brokerage, crypto, anything you want to track.
Add Accounts
Add accounts within each portfolio to organize your holdings by institution or account type.
Enter Holdings
Add your holdings manually or import them via CSV. No brokerage login needed.
Track Everything
Watch your net worth, returns, and allocation update across your dashboard and charts.
Simple, Honest Pricing
No hidden fees. No data monetization. Just a fair price for a useful tool.
Free forever
- 1 portfolio
- 3 accounts
- 20 holdings
- 12 snapshots
- 90-day chart history
1-month free trial · or $79.99 lifetime
- Unlimited portfolios
- Unlimited accounts
- Unlimited holdings
- Unlimited snapshots
- Full chart history
Privacy by Design
Not a policy. An architecture.
- No account required to use the app
- No brokerage credentials ever shared
- No analytics or tracking of any kind
- No data monetization — subscriptions fund development
- All data stored locally on your device
- Optional encrypted iCloud sync with your keys
FAQ: Your Data
- Where is my data stored?
- On your device. If you enable iCloud sync, in your private iCloud account. We do not operate servers that store your data.
- Can you see my portfolio?
- No. We have no technical means to access data on your device or in your iCloud private database.
- What happens if I delete the app?
- All local data is permanently removed. If you use iCloud sync, your data remains in your iCloud account until you remove it.
- Do you sell data to advertisers?
- No. We collect zero data. Our business model is subscriptions, not advertising.
Made for People Who Care About Their Data
Whether you are a Boglehead tracking index funds, pursuing FIRE, or finally replacing that spreadsheet — this is portfolio tracking that respects your privacy.
Download on the App Store