Assetbalance.info

Assetbalance.info

Assetbalance.info is an online personal finance and investment tracking platform. It allows users to link financial accounts, track net worth over time, set budgets, analyze spending habits, and more.
Assetbalance.info image
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Assetbalance.info: Personal Finance & Investment Tracking | Assetbalance.info

Online personal finance and investment tracking platform for linking accounts, tracking net worth, setting budgets, analyzing spending habits and more.

What is Assetbalance.info?

Assetbalance.info is an online personal finance and portfolio tracking platform designed to help users organize their financial lives in one place. It consolidates information from bank, investment, loan, and other accounts to provide a comprehensive view of net worth over time.

Key features of Assetbalance.info include:

  • Linking financial accounts - Connect bank, investment, retirement, real estate, and other accounts so all your financial information is automatically synced.
  • Net worth tracking - Visualize your net worth and how it changes based on account balances, transactions, investment performance and more.
  • Budgeting tools - Set budgets for spending categories like dining out, entertainment, etc. and track how your actual spending compares.
  • Investment performance - Track investment balances, asset allocation, returns over time and other key metrics.
  • Spending analysis - Review monthly and annual spending summaries and charts to analyze your spending habits.
  • Secure platform - Assetbalance.info uses bank-level security and encryption to keep your financial information safe.

Overall, Assetbalance.info aims to be a centralized platform for monitoring your complete financial picture over time, facilitating better spending control and more informed investment decision making.

Assetbalance.info Features

Features

  1. Link financial accounts (bank, investment, credit cards, etc.)
  2. Track net worth over time
  3. Set budgets and track spending
  4. Analyze spending habits
  5. Investment tracking and portfolio management
  6. Reporting and visualization tools

Pricing

  • Free
  • Freemium
  • Subscription-Based

Pros

Comprehensive personal finance management

Automatic account syncing for up-to-date data

Intuitive and user-friendly interface

Free plan available with basic features

Mobile app for on-the-go access

Cons

Limited customization options in free plan

Connectivity issues with some financial institutions

May require manual data entry for some accounts

Learning curve for advanced features


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