This task can be performed using Moflow
Net worth tracker: all your assets in one place
Best product for this task
Moflow
fintech
Your accounts, in 38 currencies, one net worth. Moflow+: many brokerages connect; your AI reads and updates it. Encrypted in transit and at rest.
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What to expect from an ideal product
- Moflow connects your brokerage accounts and pulls balances automatically, so you stop logging into five apps to guess your net worth.
- Moflow+ supports many brokerages and uses AI to read and sync your statements, even when a direct API connection is not available.
- All your assets are converted across 38 currencies into a single net worth number, updated without manual entry.
- Your financial data is encrypted in transit and at rest, so connecting accounts does not mean exposing them.
- Instead of a spreadsheet you update once a month and forget, Moflow gives you a live, consolidated view of every account in one place.
