Track Your Assets and Valuables in One Place
Track real estate, vehicles and crypto in one place, next to the bank and brokerage accounts you link. WealthNX is a multi-asset wealth tracker on the web, iPhone and Android.
Market data sources
Some of What You Own Has No Account to Connect
Plaid connects banks, brokerages and lenders. A house, a car or a watch collection has no account to link, so it is left out of your total unless you add it. WealthNX lets you add these assets and count them next to your linked accounts. Your home can show an estimated value from ATTOM Data where available. For cars and valuables, you set the value.
Your Assets, Organized in One View
Give each asset its place
Keep manually entered assets alongside information from supported financial connections.
See your wealth by asset type
Understand the different types of assets contributing to your broader net worth.
Crypto on the same screen
Coins and tokens show alongside property and vehicles. Holding detail lives on the stock and crypto portfolio tracker.
Counts toward your net worth
Each asset you add is included in your net worth tracker total.
No connection needed
Manual assets need no account login. Linked accounts stay read-only through Plaid.
Update as life changes
Review manually entered information when an asset changes or a value needs updating.
Why You Need an Asset Tracker App
An asset you don't track still affects your wealth. You just can't see by how much.
Without an asset tracker
- Your home is counted at what you paid for it, or not counted at all
- A car's purchase price may no longer reflect its current value
- There is no written value for your jewelry, art or coins
With WealthNX
- Your home counts at an estimated value from ATTOM Data (a guide, not an appraisal)
- You set your car's value and can update it as its estimated value changes
- Each item keeps the value you set, ready to change after a new appraisal
Who Is the WealthNX Asset Tracker For?
A multi-asset wealth tracker helps in a different way depending on what you hold.
Households watching their spending
A car or furniture bought with cash stays in your wealth after the money leaves your checking account.
Homeowners paying a mortgage
See the home's estimated value beside the loan balance you link.
Stock and crypto investors
See how your market holdings compare in size with your home, car and other assets.
People switching from another finance app
Add the assets you tracked elsewhere once, at the value you choose, and keep them next to your linked accounts.
Ask Wealth Genie About Your Tracked Assets
Wealth Genie answers questions about your property, vehicles, valuables, crypto and linked accounts in plain words. Ask how your wealth splits across them, or what your total looks like with or without one of them.
- Which asset type makes up the biggest part of my wealth?
- How much of my wealth is in my home?
- What is my net worth without my car?
- What are my valuables worth in total?
Wealth Genie works from the assets you added and your linked accounts. It is part of the Plus plan and the 7-day free trial.
See what else you can ask Wealth GenieQuestions About Tracking Your Assets
What makes WealthNX a strong investment portfolio tracker app?
WealthNX works as an investment portfolio tracker app by connecting to your brokerage accounts, crypto exchanges consolidating everything into one dashboard. You can view your investments across different accounts, see their combined value and track your holdings without switching between multiple platforms.
Can WealthNX help me track all investment accounts in one place?
Yes. With the Multi Assets feature in WealthNX, you can track all investment accounts in one place, including supported brokerage accounts and crypto holdings. This gives you a clearer view of your investments across different platforms without having to check each one separately. The information displayed depends on your connected accounts and available data. Users who spread their investments across several institutions may find this valuable because this eliminates the need to log into multiple platforms just to understand your overall investment position.
Does WealthNX work as a stock and crypto portfolio tracker app together?
WealthNX works as a stock and crypto portfolio tracker app, bringing your supported stock investments and crypto holdings into one dashboard. You can view both asset types together and see how they contribute to your overall investment portfolio, without switching between different platforms.
How does WealthNX let me track multiple brokerage accounts in one app?
WealthNX lets you track multiple brokerage accounts in one app by connecting supported brokers through a secure, read-only connection. Once linked, your available holdings and account values appear in a single portfolio dashboard, making it easier to see your investments across different brokers. These connections allow WealthNX to display your investment information without placing trades or making changes to your accounts.
Is WealthNX a reliable investment account aggregator app?
WealthNX works as an investment account aggregator app, bringing information from supported brokerage accounts and crypto holdings into one place. Your investments remain with your existing financial institutions, while WealthNX uses read-only connections to display available account information. This gives you a clearer view of your investments without moving your money or placing trades.
What asset classes does the Multi Assets feature in WealthNX support?
The Multi Assets feature in WealthNX lets you track stocks, crypto, commodities, forex and real estate in one place. You can view the available values of your holdings across these asset classes and see how they contribute to your overall portfolio, making it easier to keep track of your investments.
Can I see portfolio allocation across asset classes in WealthNX?
Yes. WealthNX shows your portfolio allocation by asset class, so you can see how your investments are distributed across stocks, crypto, commodities, forex and real estate. This breakdown helps you understand whether your investment portfolio is concentrated in one category or spread across different assets. You can also see how much each asset class contributes to your overall portfolio value based on the available information.
Does WealthNX show portfolio performance across all connected investment accounts?
Yes. WealthNX brings together available portfolio performance information from your supported investment accounts, helping you see your investments overall performance. Depending on the available data, you can view gains, losses and percentage returns through a consolidated performance view, rather than checking each account separately. This gives you a broader picture of your holdings and useful information for reviewing your investment strategy.
How does WealthNX handle crypto portfolio tracking alongside traditional investments?
WealthNX brings crypto portfolio tracking into the Multi Assets dashboard, allowing you to view supported crypto holdings alongside your stocks and other investments. Your available crypto balances appear in your investment portfolio view, helping you see how digital assets contribute to your overall holdings. The crypto portfolio tracker also lets you view individual coins and their available values, while read-only connections allow WealthNX to display account information without placing trades.
Is the Multi Assets feature in WealthNX useful for users with a simple portfolio?
The Multi Assets feature in WealthNX can be useful even if your investment portfolio includes just a few holdings. You can view your supported investments in one place, making it easier to understand their value and how they fit into your overall financial picture. As you add more investments or accounts, you can continue using the same dashboard to keep everything organized.
Track What You Own Beyond Your Accounts
Add your first asset during a 7-day free trial.
