Connect brokerage accounts through Plaid, add crypto wallets and exchanges, and track equity grants — all in a single portfolio view with real-time prices and performance history.
Connect Fidelity, Schwab, Vanguard, and hundreds of other brokerages. Holdings and balances update automatically.
Add wallets, exchanges, and DeFi positions. Worth pulls live prices for thousands of tokens and shows your total crypto exposure.
See how your portfolio is split across stocks, bonds, crypto, cash, and real estate. Spot concentration risk at a glance.
Track portfolio value over time with interactive charts. Compare your returns against benchmarks like the S&P 500.
See unrealized and realized gains per holding. Understand your cost basis and know where you stand before tax season.
Market prices refresh throughout the day. Crypto prices update around the clock so your portfolio value is always current.
Link brokerage accounts via Plaid and add crypto wallets or exchange API keys. Worth pulls in your holdings automatically.
Your unified dashboard shows every asset in one place — stocks, ETFs, bonds, crypto, and equity — with live valuations and allocation percentages.
Watch your portfolio grow with historical charts, gain/loss breakdowns, and benchmark comparisons. All updated automatically.
No credit card required. All features included.
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