Meet WorthTrace.
One place to see what you own, follow its performance, and understand what changed.
Video Guide Coming Soon
Track What Finance Misses
Your wealth goes beyond stocks and brokerage accounts.
Bring retirement savings, Bitcoin in cold storage, property, cash, collectibles, and other holdings into the same picture as your investments.
One place to see everything you own.
Add your holdings.
Skip the tedious setup.
Step 1: Import Screenshot of Your Holdings
Step 2: Review extracted Assets and then Add them.
Prefer to enter yourself?
Add stocks, crypto, and custom assets manually.
Option A: Fast Set-Up
Option B: Manual Set-Up
One asset. Every place you hold it.
Bitcoin in cold storage, on an exchange, and in a brokerage?
WorthTrace brings those holdings together into one position while preserving the breakdown of where each is held.
See your total quantity, combined value, performance, and weighted average cost-basis.
One asset. Multiple locations. No more piecing it together.
Know what changed. Understand why.
Your net worth is more than a number.
Follow how your wealth evolves, compare the performance of your different holdings, and see which assets are driving your gains and losses.
WorthTrace helps you understand the movement behind your wealth.
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Your wealth data. Your control.
WorthTrace doesn't require access to your bank, brokerage, exchange, or wallet accounts.
Your confirmed portfolio records are stored locally on your device, with backup and export under your control.
No financial logins. No wallet connections. No seed phrases.
No financial account connections
Track holdings without linking your institutions.
Local portfolio storage
Your confirmed holding records are stored on your device.
Backup when you choose
Export your portfolio data and restore it when needed.
How It Works
01. ADD ASSETS
Import or Manual
Enter or Import assets you want to track across your accounts, holdings, and custom asset categories.
02. Watch Tragectory
Track Progress
Worth Trace will automatically update your holdings with current market prices.
03. Update when needed
Sustain Alignment
Update any asset quantity changes and untrackable assets periodically for entire net worth accuracy.
04. BACKUP DATA
Private data protection
Export your data or utilize encrypted cloud-backup to keep your records in your own hands.
WorthTrace vs. Traditional Finance Apps
WorthTrace vs. Traditional Finance Apps
Traditional Finance Apps
Built around bank, brokerage, credit, and exchange connections.
Useful for synced accounts, but limited when your assets are private, physical, self-custodied, offline, or unsupported by account-linking systems.
WorthTrace
Built for private net worth tracking across both linked-world assets and hard-to-track holdings.
Track brokerage balances, retirement accounts, cold storage Bitcoin, cash, land, precious metals, art, collectibles, and custom assets — automatically tracks with up-to-date market prices without connecting accounts.
Download on the App Store
FAQ
Questions Before You Download
Does WorthTrace connect to my financial accounts?
No. WorthTrace does not require bank, brokerage, exchange, or wallet connections. You enter and update values manually.
Do values update automatically?
No. WorthTrace does not require bank, brokerage, exchange, or wallet connections. You choose the assets and balances you want to track.
Do market prices update automatically?
Yes. Stocks, ETFs, and cryptocurrencies refresh approximately every five minutes while WorthTrace is open. Missed daily price history is updated when you return. Manual assets update when you edit them.
Can I add holdings from screenshots?
Yes. Upload a screenshot, review the identified holdings, and choose which ones to import. Screenshots are processed through WorthTrace's API and third-party AI services. Confirmed portfolio records are stored locally, and screenshots are not saved as portfolio records.
Can I track property, art, or assets without market prices?
Yes. Create manual holdings for property, cash, art, collectibles, retirement balances, and other assets you want to track.
Can I back up my data?
Yes. WorthTrace provides export and import functionality so you can preserve and restore your portfolio records.