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.
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
Reviews & Ratings
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