Instantly track your net worth. Take control of your financial future.
Track Your Complete Net Worth
Your net worth is one of the most fundamental measures of financial health. Tracking this number is critical to understanding your progress toward long-term goals like retirement, but getting a clear, real-time view of your complete financial picture can be challenging.
The challenge
The WealthFluent magic
Real-Time Net Worth Tracking
Your financial picture is constantly evolving. Whether you pay down debt, make a significant purchase, add new investments, or receive dividends, Net Worth Tracking updates in real time. With instant syncing across all your financial institutions and accounts, you always have the most up-to-date view of your net worth without the hassle of manual updates or complicated spreadsheets.
See Trends, Gain Insights
Tracking your net worth isn’t just about seeing the numbers but understanding the trends. Now you can visualize your financial growth over time, offering insights into how your wealth is building.
Easily spot opportunities for improvement or areas where adjustments might keep you on track to meet your financial goals. You can also analyze liquidity trends to see how your liquid vs. illiquid asset balance changes.
Net Worth Over Time
Your net worth isn’t just a number—it’s the story of where you’ve been and where you’re headed. With Net Worth Over Time, visualize your financial growth, see trends, track progress on both liabilities and assets, and stay on course to reach your goals. Whether your net worth is rising due to investments, debt reduction, or savings, you’ll have a clear view of your progress over months and years, giving you insights to keep moving forward.
Cash Flow and Net Savings
Good cash flow management is the foundation of financial health. Cash Flow and Net Savings tracks income, expenses, and savings in real time so you can see where your money is going.
With insights into your spending and savings trends, you have the information to boost savings, cut unnecessary expenses, and make smarter financial choices each month. Let your cash flow work for you, building toward a stronger net worth. Every fee dramatically impacts your long-term wealth.
Optimize Fees and Yield
Fees and Yield lets you see the true costs and returns across your entire portfolio, clarifying fees, dividends, interest, and growth.
By highlighting which accounts are generating the best returns—and where fees might be eating into your wealth—you’ll have the insights to make adjustments and ensure every investment is working as hard as you are.
Balance Sheet Overview
See a complete picture of your assets, liabilities, and net worth all in one place in a consolidated view that captures your entire financial landscape.
Make informed decisions and see how every aspect of your financial life contributes to your overall wealth-building strategy.
Organize your accounts by criteria that matter to you, from tax-deferred vs. taxable to retirement vs. savings. See precisely how each account contributes to your financial goals, optimize your tax strategy, track account performance, and stay on track.
Bank-Level Security, Read-Only Access
Your privacy and security are our top priorities. WealthFluent is designed with bank-level encryption, ensuring your financial data is always fully protected. The secure connections operates with read-only access to accounts via Envestnet Yodlee / Fingoal. Your sensitive data is secure and your accounts remain untouchable, and are not viewable by the WealthFluent team.
account for everything in your life
No more juggling numerous accounts, spreadsheets, and financial statements. Instantly integrate your assets and liabilities into one easy-to-use, read-only dashboard with bank-level security. Track everything in real-time, and stay on track to meet your retirement goals.
Brokerage
Connect all investment accounts.
Retirement Accounts
Connect all your 401K, IRA, 403B, etc.
Home
Track your home as part of your Net Worth.
Banks
Connect all your checking, savings, etc.
College Savings
Connect college savings plans.
Health Savings Account
Connect your HSA as an asset.
Properties
Add investment, vacation, or other properties.
Cash
Track what is under the mattress.
Vehicles
Track car values as part of Real Assets.
Term Life
Fair Market Value of your life insurance policy.
Private Business Ownership
See the value of your business.
Bonds
Add any type of bond.
Private Stock
Include private investments full details.
Stock Options
Include private investments full details.
Social Security
Value Social Security in your wealth picture.
Annuities
Pension
Value as part of wealth.
Alternatives
Include all types of Real Assets.
Crypto
Live value of Crypto Currency.
Valuables
Track any type of valuables as Real Assets.
Collectibles
Include collectible values in Real Assets.
Mortgage
Properly value mortgages in Net Worth.
Auto Loans
Track car loans in liabilities.
Other Loans
Home equity, personal, and other loans.
Private Loans
Track all types of loans.
Credit Cards
Track credit cards as part of liabilities.
Clear customizable Net Worth Dashboard. Know your up-to-the-minute Net Worth.
Confidently stay on track to retire the way you want.