NetworthShare
NetworthShare is a personal finance management software that allows users to track their net worth and share financial data securely with a spouse or financial advisor. It provides customizable dashboards, investment tracking, budgeting tools, and more.
personal-finance
net-worth-tracking
investment-tracking
budgeting
NetworthShare: Personal Finance Management Software
Personal finance management software with customizable dashboards, investment tracking, budgeting tools, share financial data securely
What is NetworthShare?
NetworthShare is a web-based personal finance management application designed to help individuals and couples track their complete financial picture, including assets, liabilities, income streams, and expenses. Its key features include:
- Net Worth tracking - Automatically calculate your net worth based on the assets and debts you enter such as home values, investment accounts, retirement savings, credit cards, and loans.
- Secure data sharing - Safely share access to your financial data with a spouse, partner, or financial advisor.
- Customizable dashboards - Create customized views of your finances to track progress towards financial goals or view specific areas of your finances.
- Investment tracking - Link investment accounts to monitor performance over time. Track cost basis, unrealized gains/losses, dividends, and more.
- Budgeting tools - Set budgets for regular expenses. Analyze spending patterns and budgets over time.
- Mobile apps - Android and iOS apps allow you to access your financial data on the go.
NetworthShare aims to provide a complete financial picture for individuals and couples to manage their money more effectively. Secure sharing and money management tools make it easy to collaborate with a partner or advisor on financial goals. The customizable interface can be tailored to each user's priorities.
NetworthShare Features
Features
- Net Worth Tracking
- Investment Tracking
- Customizable Dashboards
- Budgeting Tools
- Secure Data Sharing
Pricing
- Freemium
Pros
Easy to Use Interface
Robust Feature Set
Secure Encryption for Sharing
Mobile App Available
Cons
May Be Overkill for Simple Budgeting Needs
Limited Reporting Functionality
No Bank Feeds
Official Links
The Best NetworthShare Alternatives
Top Business & Commerce and Finance and other similar apps like NetworthShare
Here are some alternatives to NetworthShare:
Suggest an alternative ❐
Empower - Personal Dashboard
Empower is a personal dashboard web and mobile application designed to help users track various aspects of their life to optimize productivity and well-being. Its key features include:Habit tracking - Empower allows you to track daily habits like exercise, reading, meditation etc. You can monitor your consistency over time through...
WealthPlus Net Worth
WealthPlus Net Worth is a desktop application designed to help individuals and households track their overall net worth. It allows users to add details on all their assets, including bank accounts, retirement accounts, real estate, vehicles, and other valuables to get an overall picture of their total wealth.The software has...
Ripsaw Wealth Tools
Ripsaw Wealth Tools is a comprehensive financial planning and portfolio management software designed specifically for financial advisors and wealth management firms. It consolidates key functionality like CRM, portfolio accounting, trading platforms, performance reporting, and proposal generation into one integrated solution.With Ripsaw, advisors can efficiently manage client portfolios across household groups,...
Gurgee
Gurgee is a feature-rich, open-source diagram and whiteboard application suitable for teams and individuals. It runs on Windows, Mac, Linux, Android and iOS, allowing seamless cross-platform collaboration.With an intuitive drag-and-drop interface, Gurgee makes it easy to create flowcharts, UML diagrams, mind maps, wireframes, and more. It comes packed with hundreds...