Investment Tracking

Your full portfolio.
One view.

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.

Total Value
$127,430
Gain/Loss
+$14,320
Return
+12.7%
Vanguard 401(k)
Retirement
$92,022
72.2%
Crypto Portfolio
Crypto
$22,934
18.0%
Fidelity Brokerage
Taxable
$12,474
9.8%

Every asset class, one dashboard

Plaid brokerage sync

Connect Fidelity, Schwab, Vanguard, and hundreds of other brokerages. Holdings and balances update automatically.

Crypto tracking

Add wallets, exchanges, and DeFi positions. Worth pulls live prices for thousands of tokens and shows your total crypto exposure.

Allocation breakdown

See how your portfolio is split across stocks, bonds, crypto, cash, and real estate. Spot concentration risk at a glance.

Performance chart

Track portfolio value over time with interactive charts. Compare your returns against benchmarks like the S&P 500.

Gain & loss tracking

See unrealized and realized gains per holding. Understand your cost basis and know where you stand before tax season.

Live prices

Market prices refresh throughout the day. Crypto prices update around the clock so your portfolio value is always current.

How it works

1

Connect your accounts

Link brokerage accounts via Plaid and add crypto wallets or exchange API keys. Worth pulls in your holdings automatically.

2

See the full picture

Your unified dashboard shows every asset in one place — stocks, ETFs, bonds, crypto, and equity — with live valuations and allocation percentages.

3

Track performance over time

Watch your portfolio grow with historical charts, gain/loss breakdowns, and benchmark comparisons. All updated automatically.

Try Worth free for 3 days

No credit card required. All features included.

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