See Net Worth Journal in Action
Explore the key features that make tracking your finances simple and secure.
📊 Dashboard
Your financial overview at a glance
Track Your Net Worth
- ✓View total assets, liabilities, and net worth
- ✓Beautiful charts showing your progress over time
- ✓Manage all your accounts in one place
- ✓Quick update values with one click
- ✓Export your data to CSV anytime
Assets
$125,450
Liabilities
$45,200
Net Worth
$80,250
📈 Chart visualization
💼 Investments
Track your portfolio performance
Total Cost
$50,000
Current Value
$65,500
Unrealized Gains
+$15,500
+31.0%
Monitor Your Gains
- ✓Separate tracking for investment and retirement accounts
- ✓See cost basis vs. current value
- ✓Calculate unrealized gains automatically
- ✓Track 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
Total Realized
$8,450
AAPL+$1,200
2024-01-15
TSLA+$3,500
2024-02-10
NVDA+$3,750
2024-03-05