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. Worth also keeps watch, surfacing and explaining what deserves a second look. It never gives buy-or-sell advice and never moves your money.
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.
Worth spots funds with high expense ratios and shows you what they cost over time — each flag backed by a cited source, so you can read the details yourself.
When a single position or sector grows into an outsized share of your portfolio, Worth points it out so the risk isn't a surprise.
Cash sitting uninvested in your brokerage gets surfaced, so money you meant to put to work doesn't quietly stall.
Set a target mix and Worth watches for drift — flagging when your actual allocation wanders from where you wanted it.
Worth notes holdings sitting at a loss that may be worth a closer look near tax season. It explains the idea; it never places trades.
When one of your holdings makes a big move — say, down 8% this week — Worth sends an informational heads-up. Context, not a recommendation.
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.
All features included. Then $12.99/mo, or $100/yr as a founding member — cancel anytime.
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