Track Your Wealth
See your entire financial picture in one place. Monitor portfolio allocation, dividends, debts, and net worth across all your accounts.
Your wealth.
One clear view.
Bring every asset together — equities, crypto, real estate, watches, and more — into a single, intelligent dashboard.
50,000+
Active investors
$2.5B+
Assets tracked
12,000+
Institutions
4.8/5
Average rating
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.
Plan with Purpose
Turn goals into actionable strategies. Set milestones for retirement, a home, or education and track progress in real time.
Simulate & Strategize
Model different scenarios before you act. Use interactive tools to evaluate trade-offs and optimize your portfolio.
Learn & Grow
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.
Equities
ETFs
Crypto
Real Estate
Watches
Cars
Commodities
Forex
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.
Testimonials
Trusted by investors like you
See what our community has to say about their experience.
★★★★★
“This platform transformed how I manage my investments. The portfolio insights helped me rebalance and save thousands in fees.”
★★★★★
“Finally, a wealth tracker that actually makes sense. The goal planning feature helped me stay on track for early retirement.”
★★★★★
“I recommend this to all my clients. The comprehensive view and real-time tracking are unmatched in the industry.”
FAQ
Common questions
Is my financial data secure?
Absolutely. We use bank-level 256-bit encryption and never store your banking credentials. All connections are read-only, and we employ two-factor authentication for added security.
How much does it cost?
Basic wealth tracking is completely free. Premium features including advanced analytics and tax optimization start at $9.99/month with a 30-day free trial.
Which financial institutions do you support?
We support over 12,000 financial institutions including major banks, brokerages, crypto exchanges, and investment platforms across North America, Europe, and Asia.
Can I track cryptocurrency investments?
Yes. Our platform supports all major cryptocurrencies and can connect to popular exchanges like Coinbase, Binance, and Kraken for automatic tracking.
Newsletter
Subscribe for product drops & insights
Get curated updates on wealth tools, community events, and new releases.
Start building your
financial future today
Join thousands of investors who trust Invotree to track, plan, and grow their wealth.
No credit card required