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Your money, at a glance.
Add what you own and what you owe. Watch your net worth grow. No bank logins, no account numbers.
Net worth
$0
Start with one account
Add a bank account, a retirement fund, your home or a loan. You can import a spreadsheet too.
Asset Allocation
Retirement
See plan ›- High
- Average
- Low
- Retire now
Biggest moves this month
Fidelity Investments
Equity investments
Accounts
Retirement
Retirement
- High
- Average
- Low
- Retire now
In today's dollars, after inflation. Drag across the chart to see any age.
Left for your kids
- At 95
- Savings left
- Other assets
What’s counted
Savings left on the average path, plus assets the plan doesn’t spend. Homes grow at the rate set on each account, cars aren’t counted, and debts are assumed paid off. In today’s dollars.
Your plan
You
Choose accounts
Timeline
Saving and spending
Market
Import
Bring balances in from a spreadsheet. Save it as CSV with these columns:
date,account,category,value 2026-10-01,Chase checking,cash,4250 2026-10-01,Fidelity 401(k),retirement,152300 2026-10-01,Mortgage,mortgage,312000
Fidelity: on Positions, choose Download (the ⤓ icon) and import that file as is. Shares and balances update for every account, and importing again later just updates them.
Only account and value are required. Missing dates use today. Categories: cash, investments, retirement, real estate, vehicles, crypto, other, mortgage, loans, credit cards. Accounts are matched by name, so re-importing the same file changes nothing.
Or paste CSV text
Holdings
Price history
To see returns and estimate your past net worth, paste a free Alpha Vantage key. Get a free key. It’s saved with your account, so your phone and PC both use it.
Saving before you started tracking
Your past net worth is estimated from today’s holdings and their prices. Add roughly what you saved back then so the estimate takes out money you hadn’t put in yet.
How your holdings are doing
Your holdings
Returns use month-end prices with dividends reinvested, so they are approximate. 3Y and longer are averages per year; 10Y and 30Y use as much history as there is.
Settings
Appearance
Your data
Ignored accounts
Left out of totals and charts. Imports skip them.