Investments & Wealth
Wealth, consolidated.
Brokerage, retirement, real estate, and alternatives — net worth across every business and account in one view.
Brokerage, retirement, real estate, and alternatives — net worth across every business and account in one view.
Connect brokerage accounts. Positions, cost basis, realized and unrealized gains per holding.
SEP IRA, Solo 401(k), Defined Benefit, Roth, Traditional, profit-sharing. Limits monitored automatically.
Employee deferral + employer profit-sharing optimized together. Max contribution by income and structure.
Cash-balance and traditional DB modeling for high-income owners. Six-figure contributions vs tax impact.
Oil & gas (IDCs), LIHTC, Opportunity Zones, private placements, syndications. K-1s and distributions tracked.
Consolidated net worth across every business, account, and asset. Monthly and yearly trends.
Cost basis, depreciation, rental income, expenses, net yield. 1031 exchange tracking.
Pro-rata modeling. Form 8606 prep. Conversion-timing advisor.
Brokerage, retirement, real estate, and alternatives roll up to a single consolidated net worth — across every business and account.
Try it freeConsolidated net worth, finally in one place.
Oil & gas, Opportunity Zones, syndications, SAFEs — the assets other tools ignore.
Solo 401(k) and Defined Benefit modeling that maximizes contributions against your tax bill.
Free forever for one business. No credit card. 14-day trial on every paid plan.
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