WorthTrail - Net Worth Tracker

WorthTrail is a private net worth and portfolio tracker for people who want a clear picture of every asset and debt without handing over bank logins.

SEE YOUR WHOLE NET WORTH

View net worth, total assets, liabilities and daily changes in one clear dashboard. Track stocks, ETFs, funds, crypto, property, private investments, custom assets, debts and short positions together.

ORGANIZE YOUR PORTFOLIO YOUR WAY

Use flexible tag groups for accounts, family members, industries, regions, strategies, goals or risk levels. Switch perspectives without duplicating holdings, understand allocation at a glance, and arrange Overview and Analysis modules around what matters to you.

UNDERSTAND RETURNS OVER TIME

Build history with automatic records and snapshots, then review daily, weekly, monthly and yearly P&L. Track cost basis, realized and unrealized returns, net worth growth, drawdowns and recovery across flexible date ranges.

TRACK GLOBAL MARKETS AND CURRENCIES

Refresh supported market prices, use historical quotes and manage custom assets. Multi-currency conversion brings USD, EUR, GBP, JPY and other currencies into one consistent view.

EXPORT EXCEL AND PDF REPORTS

Export structured Excel workbooks for deeper analysis and polished PDF reports for archiving or sharing. Widgets keep important trends close at hand.

PRIVACY BY DESIGN

Your data stays on your device by default and can sync through your private iCloud database. WorthTrail requires no bank login and includes no ads or third-party analytics SDKs. Face ID or password lock adds another layer of protection.

WorthTrail is for asset recording and analysis only. It does not provide investment advice. Market data may be delayed, incomplete or inaccurate. Please refer to your actual accounts and official data.