Track Your Assets
Bring banks, investments, property, crypto, and collectibles into one connected view.
Unified Portfolio
Everything you own.
One clear view.
Stop switching between apps and spreadsheets.
Track your bank accounts, investments, property, and more in one simple dashboard.
Understand Clearly
See performance, allocation, and your full financial position with less guesswork.
Decide Confidently
Use calculators and simulations to test scenarios before committing real money. Make informed decisions.
Track Your Assets
Bring banks, investments, property, crypto, and collectibles into one connected view.
Understand Clearly
See performance, allocation, and your full financial position with less guesswork.
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.
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.
Multi-Asset
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.
$186,920
+12.4% 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
How It Works
Get started
in minutes
01
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.
Account Connections
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.
Free Planning Tools
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
S$3,086
Standard bufferEssential Monthly Expenses
S$1,200
Coverage Period
2.6 months
Monthly Savings Capacity
S$1,000
Time to Reach Goal
4 months
This recommendation is based on your current profile inputs.
Current savingsS$0 / S$3,086 (0%)
Your Emergency Fund Plan
2.6 months is your baseline recommendation. Based on essential expenses of S$1,200 per month, your target emergency fund is S$3,086.
You currently have S$0 set aside, with S$3,086 remaining to reach this target.
At your current savings capacity of S$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.
Insights Hub
Make sense of the market and your money
Stay informed with practical articles on market context, planning strategies, and decision frameworks that help you act with more clarity.
Community
You don't have to figure this out alone
Learn from real experiences, share what works, and make better financial decisions with people on the same journey.
Hearing how others handle market dips helped me stay calm and stick to my plan.
I thought I needed perfect timing, but the community taught me consistency beats prediction.
Seeing different approaches gave me clarity on what actually fits my goals.
ALJTMKRS
Investors learning together
FAQ
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.
Newsletter
Join the Invotree newsletter
Subscribe to receive curated email updates on new releases, wealth tools, and community events.
Start building your
financial future today
Join thousands of investors who trust Invotree to track, plan, and grow their wealth.