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Mynetworthone

Consolidates stocks, crypto, 401(k), mortgages, credit card debt and other assets and liabilities into a single table to track net worth

A net worth tracking dashboard that consolidates assets and liabilities such as stocks, crypto, 401(k), mortgages, and credit card debt into a single table to provide a current total without spreadsheets or multiple account views. It sells to consumers managing personal and household finances, including solo operators and individual investors. It is delivered as a SaaS dashboard that uses manual entry with no bank or wallet connections and refreshes market prices within an hour.

Key features

  • Single table net worth dashboard
  • Track stocks, crypto, ETFs, mutual funds
  • Track 401(k) and retirement accounts
  • Track mortgages, loans, credit card debt
  • Track houses, cars and other assets
  • No bank or wallet connections
  • Hourly market price refresh
  • Net worth at a glance total
  • Category-first asset organization
  • Progress over time trends
  • Add assets and track liabilities
  • No social media activity within the last 30 days
GTM channels
  • No GTM activity detected
ICP
  • Consumers general