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 reads your brokerage statements automatically so your net worth stays current even when no direct API connection exists.
- Snap or forward a PDF from any unsupported broker and Moflow's AI pulls the numbers and logs them for you.
- All balances convert into one of 38 currencies, so your total net worth reflects reality no matter where your accounts are held.
- Your data is encrypted in transit and at rest, so you are not trading privacy for convenience when syncing sensitive account details.
- Instead of manually updating spreadsheets every month, Moflow turns a broken brokerage connection into a solved problem inside minutes.
