Wealth Summary App

eBay / Eng LowTCLoser
Oct 10 10 Comments

As I play the TC and wealth game in Bay area, I find it hard to get a summary of just how much I'm saving, with my 6 investment accounts. Anyone have a good app that pulls from all the data sources? Like Mint but with more connections? Mint still doesn't support some really popular data sources.

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TOP 10 Comments
  • NanoString tWCs77
    Personal Capital
    Oct 10 1
  • Google LORDIE
    Wealthfront - there is no charge at all to just add your accounts and view your net worth dashboard. They only charge if you invest more than 5k with them directly.
    Oct 10 0
  • New / Eng CERz88
    schwab lets me add my external accounts to view in app
    Oct 10 0
  • Facebook ScubaDiver
    I’ve done a lot of research in this area. I definitely geek out on PF and mostly use Personal Capital and my own homegrown spreadsheet.
    Oct 10 0
  • OpenTable Meliodas
    Banktivity
    Oct 10 0
  • Apple / Data
    Onsjsm

    Apple Data

    PRE
    Intuit
    BIO
    Engineering, devops,AI,database cloud,infrastructure
    Onsjsmmore
    Personal capital and Wealthfront charge more
    Oct 10 0
  • Apple / Data
    Onsjsm

    Apple Data

    PRE
    Intuit
    BIO
    Engineering, devops,AI,database cloud,infrastructure
    Onsjsmmore
    Mint
    Oct 10 0
  • HERE honk
    What are your 6 investments btw?
    Oct 10 0
  • Google onetechguy
    Spreadsheet?
    Oct 10 0

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