Most people's wealth isn't only in shares. This release adds the pieces that turn a portfolio tracker into a picture of everything you own and owe. Wallets, property and debts are open to every tier. Live bank balances are part of Investor Pro, which is coming soon.
Live bank balances (UK and Europe)
Once Investor Pro opens, you'll be able to connect a bank and see current balances, refreshed from the bank. The connection is read-only: it can see the balance of your cash accounts and nothing else, it can't move money, and the app doesn't keep your account numbers. Banks in North America aren't supported yet.
Crypto wallets by public address
Paste a public wallet address and the app values the coins, tokens and NFTs in it. It covers Bitcoin, Ethereum, Base, Arbitrum, Optimism and Polygon, plus the SOL balance on Solana. It only ever needs the address, and refuses anything that looks like a seed phrase or a private key.
Junk tokens are filtered out
Wallets collect airdropped spam tokens by the thousand, and valuing them at face value would inflate your total. A token counts only if it has a price, a market cap and trading volume, and your holding is no more than a tenth of its market cap. An NFT counts only where a floor price is listed.
Property, pensions, debts
Type in what a home, pension, vehicle or bond is worth, and any mortgage or loan against it. Mortgages are entered by hand rather than linked, because UK banks' open-banking data doesn't include them.
Left out, not guessed
If a wallet is still loading, or an exchange rate isn't available, that part is left out of the total and shown as a dash with a note. A net worth that quietly counts an unpriced asset as zero would understate you, so the app doesn't show one.
Educational content only. It is not personal financial advice. All articles · All lessons