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Tools  /  Financial Inventory   Free + Paid

What you have, and what it's worth today.

Accounts, investments, crypto and metals in one list. Enter what you hold and the quantity — stocks, crypto and precious metals price themselves, so you can see what it was worth when you bought it against what it's worth now.

Prices load when you add a holding.

Accounts & cash

Balances you update yourself — banks, brokerages, retirement, cash on hand. Stays on this device unless you turn on sync, and balances alone are enough here; keep account numbers and logins in the Digital Binder, which is locked with a passphrase only you know.

Holdings

Stocks and ETFs by ticker, crypto by name, metals by weight in troy ounces. Enter what you paid and the quantity — the current price fills itself in.