Total Net Worth
$185,430.298.42%
vs last month
Finance
Beyond trading.
See your complete financial picture.
Organize every part of your wealth. Track accounts, investments, transactions, and cash flow across multiple currencies — all in one powerful financial hub.
All accounts connected
Multi-currency ready
Built for wealth clarity
Total Net Worth
$185,430.29 8.42%
vs last month
Asset Allocation
Cash & Equivalents28.2%
Investments36.7%
Trading Capital25.1%
Other Assets10.0%
Recent Transactions
May 16, 2026DepositBanco do Brasil$1,000.00
May 14, 2026WithdrawalBanco do Brasil-$400.00
May 12, 2026TransferFidelity Investments$750.00
May 10, 2026ProfitTrading Account$460.00
Monthly Cash Flow
Inflows
$6,320.00
Outflows
-$2,180.00
Net
$4,140.00
Accounts Overview
Personal Accounts
3 accounts
Investment Accounts
3 accounts
Trading Accounts
2 accounts
Global Currencies
USDBRLEUR+2
Deposit
Withdrawal
Transfer
Finance Overview
Your wealth at a glance. See net worth, cash flow, assets, and recent activity in real time.
Monthly Cash Flow
$4,140.0012.3%
vs last month
Total Assets
$198,210.456.71%
vs last month
Total Liabilities
-$12,780.162.31%
vs last month
Wealth Growth
This YearJanFebMarAprMayJunJulAugSepOctNovDec
Asset Allocation
Cash & Equivalents28.2%
Investments36.7%
Trading Capital25.1%
Other Assets10.0%
100%
Total Allocation
Recent Transactions
View allMay 16, 2026Deposit$1,000.00
May 14, 2026Withdrawal-$300.00
May 12, 2026Transfer$750.00
May 10, 2026Profit$650.00
May 8, 2026Deposit$500.00
Finance Accounts
All your accounts, organized by purpose. Personal, investment, and trading — everything in one financial system.
Explore all accounts
Personal Accounts
Bank accounts, cash holdings, and personal funds you rely on daily.
Citibank (USD)
$9,100.00Banco do Brasil (BRL)
R$8,650.00Main Account (USD)
$2,584.003 accounts$20,334.00
Investment Accounts
Brokerages and investment platforms where your wealth grows.
Fidelity Investments (USD)
$41,150.00Interactive Brokers (USD)
$6,090.00BTG (BRL)
R$3,750.003 accounts$50,990.00
Trading Accounts
Capital dedicated to trading strategies and market opportunities.
Prop Firm Account (USD)
$10,111.65Trading Live (USD)
$3,768.652 accounts$13,880.30
Everything connected. One financial view.
See your complete net worth across all accounts and currencies.
Transactions
& Transfers
Track every deposit, withdrawal, transfer, profit, and expense. Every movement. Every account.
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All Accounts
All Types
Search transactions...
DateTypeDescriptionAccountCurrencyAmount
May 16, 2026Deposit—Banco do BrasilBRLR$1,000.00
May 14, 2026Withdrawal—Banco do BrasilBRL-R$300.00
May 12, 2026TransferTo Fidelity InvestmentsFidelity InvestmentsUSD$750.00
May 10, 2026ProfitTrading PerformanceProp Firm AccountUSD$650.00
May 8, 2026Deposit—CitibankUSD$500.00
Transfer between accounts
From
Banco do Brasil (BRL)
To
Fidelity Investments (USD)
Amount
R$1,000.00
Continue Transfer
Reconcile &
Multi-Currency
Keep your balances accurate. Reconcile accounts and manage multiple currencies with ease.
See how it works
Reconcile Balance
Make sure your records match your statements.
Account
Citibank (USD)
Current Balance
$9,100.00
Statement Balance
$9,100.00
Difference
$0.00
Last reconciled
May 15, 2026
Multi-Currency Support
Manage your finances in any currency.
BRL
Brazilian Real
R$52,400.00
USD
US Dollar
$84,230.00
EUR
Euro
€18,600.00
+2
More currencies
Investments & Assets
Know what you own. Track your investments, holdings, and asset distribution in one place.
Explore investments
Investment Allocation
Stocks48.6%
Funds28.1%
Bonds15.2%
Cash8.1%
100%
Total Allocation
Top Holdings
View portfolioSPY
S&P 500 ETF
US Equity
$12,450.00+4.21%
AAPL
Apple Inc.
AAPL Inc.
$8,230.00+2.10%
IVV
S&P 500 ETF
US Equity
$6,780.00+3.02%
BTG
BTG Pactual
BTG
R$3,750.00+1.45%
One Financial View
Different parts of your capital. One connected financial system. Complete clarity.
Personal
Your cash and banking foundation.
Investments
Your wealth growth engine.
Trading
Your market edge and opportunities.
One Financial View
Complete clarity across all your wealth.
Financial clarity
Your wealth. One clear picture.
Accounts, investments, transactions and trading capital — organized in one connected financial view.