Quantive
Replaces spreadsheets for consolidating net worth, allocation, and forecasts across brokers, banks, and 14 currencies in one view
A personal net worth tracker that replaces manual spreadsheets for consolidating balances held across brokers, banks, and 14 currencies into a single total with allocation breakdowns and forecasts. It sells to individual consumers who track wealth over years across multiple accounts and currencies and prefer monthly manual entry over bank connections. Positioned as a no-bank-login alternative to aggregators and budgeting apps, it is delivered as an end-to-end encrypted SaaS accessible on any device with a permanent free tier and annual paid plan.
Key features
- Net worth tracking across unlimited sources
- Allocation charts by volatility and liquidity
- Multi-currency display in 14 currencies
- Manual balance entry
- Spreadsheet import with history
- Rolling 12-month history view
- Full historical view charted and tabular
- CAGR forecast with 95% confidence bands
- Milestone and goal tracking
- Benchmark comparison vs S&P 500 and inflation
- Month-by-month summary table
- Excel and CSV export
- PDF wealth report
- End-to-end encryption in browser
- Privacy mode to blur numbers
- Delete account and data anytime
- No social media activity within the last 30 days
GTM channels
- No GTM activity detected
ICP
- Consumers general