Family Wealth Tracker

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One double-entry ledger for your whole family's wealth

  • Daily market value — per member and whole family
  • Securities, property, mortgage, insurance, deposits, bonds
  • Auto-tracks price, dividend, forex, interest, coupon
  • Balance-sheet & P&L for any period or asset — IFRS-9
  • Scenario analysis, risk & AI allocation advice
  • Timely news on the assets you hold