Hey everyone,
I'm looking for a clean, simple net worth tracker that lets me see my entire financial picture in one place.
Ideally, it would support:
- Crypto: manual transactions or exchange/wallet sync, similar to Koinly.
- ETFs and stocks: holdings, purchase dates, cost basis and performance.
- Cash and savings
- Real estate and other assets
- Historical net worth chart: ideally going back to the date of my first transaction, including transactions entered manually after the fact.
- Overall portfolio performance: separating actual gains/losses from money I've added over time.
I'm happy to enter historical transactions manually if needed. Automatic syncing is a bonus, not a requirement.
I'd prefer something with a clean interface, easy setup and a reasonable price. I don't need budgeting features or a complicated financial planning platform.
What are you using that does this well? Ideally something with a free or affordable basic plan.
Thanks!
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