Net Worth and Investment Trackers
A budget tells you where this month's money went, a net-worth tracker shows whether you're actually getting ahead. These tools pull checking, savings, retirement, and brokerage accounts into one running total, some with forecasting or simulation built on top, others built specifically for tracking a stock or dividend portfolio.
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Formerly Personal Capital, the Empower Personal Dashboard is free forever and pairs account aggregation with a retirement planner and an investment fee checkup. Empower makes its money from an optional wealth-management service most users never sign up for.
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A net-worth tracker with no free tier, priced at $249 a year for Essentials or $2,499 a year for Black, built for people whose assets go beyond a checking account and a brokerage. It syncs to roughly 20,000 institutions and tracks crypto, real estate, vehicles, and collectibles alongside ordinary bank accounts.
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A New Zealand-built net-worth and budgeting app whose standout feature is a calendar that forecasts your cash flow and net worth months or years into the future. A free tier is available, with paid plans from about $9.95 to $39.95 a month and Plaid sync for US accounts.
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A retirement and net-worth projection tool built around Monte Carlo simulations and scenario branching, popular in the financial-independence community. A free tier exists, Premium runs around $129 a year and a deeper Pro tier around $549 a year, and you enter your own numbers rather than linking a bank.
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A financial-planning app that combines Plaid-based account aggregation with retirement and net-worth projections, plus optional paid sessions with a certified financial planner. It costs roughly $12.99 a month or $99 a year, and is sometimes offered in part or in full as an employer benefit.
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An Australian portfolio-tracking service with a US-specific site, built for stocks, ETFs, and funds across more than 60 exchanges rather than everyday bank-account budgeting. A free tier covers up to 10 holdings, with paid tiers running up to about $13.50 per portfolio per month.
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An EU-based dividend and portfolio tracker built around broker imports, with a combined net-worth view across accounts aimed more at dividend-focused investors than everyday household budgeting. A free tier covers one portfolio and around 10 holdings, with paid tiers starting near $80 a year.