01
Track Your Assets
Bring banks, investments, property, crypto, and collectibles into one connected view.
Unified Portfolio
Stop juggling apps and spreadsheets.One dashboard, every asset.
Stocks, crypto, property, watches, ETFs all tracked automatically. See your true net worth, plan with confidence, make informed decisions.
Free to start · No credit card · Read-only access · Your data stays yours
02
Understand Clearly
See performance, allocation, and your full financial position with less guesswork.
03
Decide Confidently
Use calculators and simulations to test scenarios before committing real money. Make informed decisions.
Track your assets, understand where you stand, and plan your next move with confidence.
Ask AI what Invotree does and who it’s for.
Get a simple explanation in your own terms.
Features
Everything you need to
grow your wealth
Strategize every asset across accounts and brokers in one unified view. Track performance, analyze trends, and optimize your allocation.
See your entire financial picture in one place. Monitor portfolio allocation, debts, and net worth across all your accounts.
Turn goals into actionable strategies. Set milestones for retirement, a home, or education and track progress in real time.
Model different scenarios before you act. Use interactive tools to evaluate trade-offs and optimize your portfolio.
Access expert articles, community insights, and market analysis. Build financial knowledge alongside your wealth.
Track Your Wealth
See your entire financial picture in one place. Monitor portfolio allocation, debts, and net worth across all your accounts.
Most investors underestimate their net worth because they track accounts in isolation. A unified view fixes that instantly.
Plan with Purpose
Turn goals into actionable strategies. Set milestones for retirement, a home, or education and track progress in real time.
Goals without a concrete tracking system stay wishes. Milestones with live progress data become plans.
Simulate & Strategize
Model different scenarios before you act. Use interactive tools to evaluate trade-offs and optimize your portfolio.
Every major financial decision involves trade-offs. Simulating them first costs nothing; getting them wrong costs everything.
Learn & Grow
Access expert articles, community insights, and market analysis. Build financial knowledge alongside your wealth.
The gap between knowing what to do and doing it usually comes down to community and context. Both live here.
Why investors choose Invotree
See how Invotree stacks up against the alternatives most investors are already using.
| Feature | Spreadsheets | Single-app trackers | Invotree |
|---|---|---|---|
| All asset classes in one place | Manual only | Partial | |
| Automatic sync & live data | Partial | ||
| Scenario simulation tools | |||
| Community & learning hub | |||
| Read-only security model | Varies | ||
| Connect your AI assistant (MCP) | |||
| Free to start | Varies |
Every asset class, one dashboard
From traditional equities to luxury watches - track it all with real-time data and intelligent categorization.
Total wealth
Track how your overall wealth evolves over time.
$0
+0.0% YTD
Assets by type
Top 10 asset holdings
Apple Inc.12.4%
SPY ETF10.8%
Nvidia Corp.9.6%
DBS8.9%
TSMC8.1%
Bitcoin7.4%
MSFT6.7%
Mapletree REIT5.9%
Gold4.1%
Custom Basket3.2%
Stocks
+8.4%
$382K
ETFs
+5.1%
$265K
Real Estate
+3.1%
$212K
Watches
+12.8%
$47K
Precious Metals
+2.3%
$28K
Cryptocurrencies
+15.2%
$169K
Stocks
+8.4%
$382K
ETFs
+5.1%
$265K
Real Estate
+3.1%
$212K
Watches
+12.8%
$47K
Precious Metals
+2.3%
$28K
Cryptocurrencies
+15.2%
$169K
Get startedin minutes
Start now01
Create your account
Sign up in under two minutes. Completely free, no credit card required.
02
Connect your accounts
Securely link banks, brokerages, and crypto exchanges with read-only access.
03
Track & optimize
Get a unified view of your wealth with personalized insights and tools.
Connect your accounts in minutes
Link your banks, brokerages, crypto accounts, and more so your full financial picture stays updated automatically without manual tracking.
Banks
Track balances and transactions
Brokerages
Sync portfolios and holdings
Crypto
Connect wallets and exchanges
Asset Class Overview
Track live valuations and trends across every asset class.
Stocks
$112,980.40
+2.9%
Cryptocurrencies
$54,870.22
+6.7%
Real Estate
$828,650.00
+1.8%
Watches
$25,420.35
+4.2%
Built with security in mind. We use read-only connections to securely access your data and provide analytics and services tailored to you.
Make better financial decisions
before you commit
Use our free planning tools to test scenarios, compare outcomes, and plan with clarity before you move real money. Make each decision with context, not guesswork.
Emergency Fund Calculator
Your emergency fund is a savings buffer that covers your essential expenses if you lose your income. Financial advisors typically recommend 2 to 6 months of mandatory expenses, depending on your age, employment status, and family situation.
Recommended Emergency Fund
Recommended Emergency Fund
$3,086
Standard bufferEssential Monthly Expenses
$1,200
Coverage Period
2.6 months
Monthly Savings Capacity
$1,000
Time to Reach Goal
4 months
This recommendation is based on your current profile inputs.
Current savings$0 / $3,086 (0%)
Your Emergency Fund Plan
2.6 months is your baseline recommendation. Based on essential expenses of $1,200 per month, your target emergency fund is $3,086.
You currently have $0 set aside, with $3,086 remaining to reach this target.
At your current savings capacity of $1,000 per month, you can reach the target in 4 months.
Priority: build consistency first. Even small recurring monthly contributions will improve resilience over time.
Premium Simulation Tools
See beyond the average
Go deeper than single-number estimates with richer probability signals and simulating scenarios designed for higher clarity planning and decision making.
Net Worth Projection
Percentile bands across all simulations.
Unlock deeper insights.
Not just what could happen-but the probabilities, patterns, and paths that shape your financial future.
AI Connector
Connect your portfolio to your AI assistant
Premium members can securely link Claude, ChatGPT, or any MCP-compatible assistant to Invotree and ask questions about their real positions, transactions and allocation. Read-only, private, and revocable anytime.
Common questions
Is it safe to connect my bank, brokerage, or crypto accounts?
Yes. We use secure, read-only connections to access your financial data for the purpose of providing analytics and related services. We do not have the ability to initiate transactions, transfer funds, or make changes to your accounts. Your login credentials are not stored by us, and your accounts remain fully under your control.
Do I need to manually track my investments and assets?
No. You can connect supported bank accounts, brokerages, and crypto platforms to automatically sync your financial data. For assets that cannot be connected (such as property or collectibles), manual entry is available so you can still maintain a complete view of your portfolio.
What types of assets can I track in one dashboard?
You can track a wide range of assets including bank accounts, investment portfolios, crypto holdings, property, and alternative assets. This allows you to view your net worth, allocation, and performance across all asset classes in one unified dashboard.
How does this help me make better financial decisions?
By consolidating your financial data into a single view, the platform provides analytics, insights, and planning tools such as simulations and scenario analysis. This helps you understand your financial position, evaluate potential outcomes, and make more informed decisions based on data rather than guesswork.
Do you have access to my money or accounts?
No. We do not have access to your funds and cannot execute transactions on your behalf. Access is limited strictly to read-only data retrieval for analytics and service purposes.
What is Invotree best for?
Invotree is best suited for investors who hold assets across multiple platforms, accounts, or asset classes and want a single, accurate view of their net worth. It is particularly useful for individuals managing a mix of equities, property, crypto, and alternative assets who need consolidated analytics without manual data entry. It also serves as a planning environment for testing financial scenarios — from emergency fund sizing to retirement projections — before committing real money.
Who is Invotree designed for?
Invotree is designed for individuals who take an active interest in their personal finances — from first-time investors building their first portfolio to high-net-worth individuals managing complex, multi-asset holdings. It is also used by financially engaged couples and families who want to track household wealth together. If you have more than one account, more than one asset type, or more than one financial goal, Invotree is built for you.
How is Invotree different from a spreadsheet?
A spreadsheet requires you to manually update every number every time something changes. Invotree connects directly to your accounts and updates automatically, eliminating the risk of stale data and the time cost of manual reconciliation. It also provides features a spreadsheet cannot replicate — interactive scenario simulations, probability-weighted projections, and a community of investors to learn from. Your spreadsheet only knows what you tell it. Invotree knows what is actually happening.
Is Invotree free?
Yes. Invotree is free to start with no credit card required. The free plan includes full portfolio tracking across all asset classes, manual and automated account connections, and access to free planning tools. Premium plans unlock advanced simulation features, deeper analytics, and priority support. You can explore the platform and its core features without spending anything.
Start building your
financial future today
Join thousands of investors who trust Invotree to track, plan, and grow their wealth.