Total Net Worth
$185,430.298.42%
vs last month
Finance
Beyond Trading:
Track Capital, Net Worth & Financial Accounts
Track trading capital, financial accounts, investments, deposits, withdrawals, and multi-currency balances in one unified financial workspace.
Financial accounts organized
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
Complete Financial Overview & Net Worth Tracking
Review your overall financial position, account balances, trading capital, investments, net worth context, capital evolution, and recent financial activity.
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
Trading, Investment & Personal Accounts in One Place
Organize personal and investment accounts alongside own-capital trading accounts and prop firm trading capital context in one financial workspace.
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.
Track Deposits, Withdrawals
& Transfers
Record deposits, withdrawals, and transfers, reconcile account balances, and keep financial activity organized across your accounts.
Learn more
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
Multi-Currency Capital &
Balance Reconciliation
Track capital in BRL, USD, and EUR, and reconcile recorded financial account balances against current balances through structured balance adjustments.
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
Organize financial balances in BRL, USD, and EUR.
BRL
Brazilian Real
R$52,400.00
USD
US Dollar
$84,230.00
EUR
Euro
€18,600.00
Portfolio & Asset Allocation Overview
Review portfolio value and asset allocation across stocks, ETFs, funds, fixed income, crypto, cash, and other registered investment assets.
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.