See Net Worth Journal in Action
Privacy-first tracking with manual snapshots—no bank connections, no data sharing. Multi-currency, charts, and export when you need it.
📊 Dashboard
Your financial overview at a glance
Track Your Net Worth
- ✓View total assets, liabilities, and net worth
- ✓Charts showing your progress over time
- ✓Manage all your accounts in one place
- ✓Quick snapshot updates with one click
- ✓Export your data to CSV anytime
💼 Investments
Track your portfolio performance
Monitor Your Gains
- ✓Separate tracking for investment and retirement accounts
- ✓Holdings with cost basis vs. current value
- ✓Unrealized gains calculated automatically
- ✓Track dividends and performance by account
💸 Realized Gains
Record and track your actual profits
Tax Planning Made Easy
- ✓Log every sale or transaction
- ✓Track cost, value, and realized amount
- ✓Add notes and descriptions
- ✓See total realized gains at a glance
- ✓Export for tax filing
📈 Dividends
Track dividend income by asset
Dividend Income
- ✓Record dividends by date, asset, and amount
- ✓Support for regular and other dividend types
- ✓Export dividends for reporting
🏠 Property Management
Your real estate portfolio—values, income, and gains in one place
Built for property owners and landlords
Track every property like a pro: cost basis, current value, unrealized gains, rental income, expenses, and net income—all in your net worth view.
- ✓Multiple properties with type, notes, and snapshot history
- ✓Full transaction log: purchase, sale, improvements, income, expenses
- ✓Net income by property and over time—see what each asset earns
- ✓Unrealized gains and equity included in your total net worth
