1Connect banks & brokerages — they sync live and read-only.
2Mark the private, illiquid pieces (business, real estate, an earnout).
3See one booked number, with contingent upside kept honestly separate.
What you get
Every asset class in one number
Booked value vs. potential upside (contingent inflows)
Net-worth trend over time
Diversification across all holdings
Multi-currency holdings, normalized to USD with live FX
Optional shared household view — combined net worth, only with mutual consent
Common questions
What is Complete net worth?
One honest number across every account and asset class — with booked value and contingent upside kept separate, and the trend over time.
How does Complete net worth work?
Connect banks & brokerages — they sync live and read-only. Mark the private, illiquid pieces (business, real estate, an earnout). See one booked number, with contingent upside kept honestly separate.
What do I get with Complete net worth?
Every asset class in one number; Booked value vs. potential upside (contingent inflows); Net-worth trend over time; Diversification across all holdings.
