✨ Features

Universal Asset Tracking

Track any asset type with a flexible data model:

• Financial instruments (cash, stocks, bonds, crypto).
• Physical collections (LEGO, books, art).
• Real estate (properties, rentals).
• Personal property (wardrobe, furniture, household items, electronics).
• Liabilities (mortgages, loans).

Flexible Organization

WordPress-style categories (many-to-many) plus hierarchical structure.

• Hierarchical: Real Estate > Residential > Apartments
• Cross-cutting: Income Generating Assets, Primary Residence
• Tags for additional metadata: paris, vintage, collectible

Value Tracking

Monitor asset values over time with snapshots and transaction history.

• Balance Snapshots - Record values at any point in time
• Transaction History - Track acquisitions, disposals, and changes
• Portfolio Overview - See total value across all asset types
• Growth Visualization - Understand how your wealth evolves

Portfolio Overview

See your complete net worth across all asset types

Budgeting and Planning

Plan for the future with budgeting tools and goal tracking.