Private net worth & portfolio tracker

All your wealth, clearly recorded.

Bring accounts, investments, property, and debt into one reviewable wealth workspace. See cash flow and understand what changed using evidence you confirm.

View on the App Store See how ClarusFi works

Local-first core records
Confirm before changes
No trades or money movement

ClarusFi Private record

Recorded net worth One confirmed view Assets − liabilities · as of your latest record

Assets Accounts + holdings

Liabilities Mortgage + debt

GB Global BrokerageCash · stocks · funds Recorded

CR Cash ReserveCash account Recorded

✓ Evidence stays visibleSources, dates, and confirmation state

Illustrative layout based on supported ClarusFi records; no live financial data is shown.

Accounts

Holdings

Property

Debt

Cash flow

Evidence

A calmer wealth workflow

Start with the job you need to finish.

ClarusFi keeps the path direct: build a complete record, recognize every account, then review changes with the source close at hand.

See your complete net worth

Bring assets and liabilities into one recorded total, with the date and freshness of the underlying records visible when you review them.

AssetsRecorded LiabilitiesRecorded Net worthCalculated

Track every account in one place

Recognize the objects you already manage: cash, brokerage and retirement accounts, crypto, property, insurance, mortgages, loans, and credit cards.

Across institutions, currencies, and account types.

Understand what changed—with evidence

Review weekly changes beside snapshots and confirmed cash records. Ask for an explanation only from records you choose.

Evidence first. Interpretation second.

Records, not predictions

AI can explain the evidence. It cannot take control.

Can do

Summarize and explain records you select, with sources and limitations kept visible.

Will not do

Give investment advice, target prices, or rebalancing instructions; place trades; move money; or silently write to your records.

Private by design

Your financial record stays under your control.

Core wealth records are stored on device. Imports and AI-created drafts require preview and confirmation before they change your data. Remote AI, analytics, and optional feedback have separate controls.

Read the Privacy Policy Get ClarusFi support

Clarity starts with the record

See your wealth as one reviewable picture.

View ClarusFi on the App Store

ClarusFi supports record keeping, education, and self-directed review. It does not provide investment, tax, legal, or accounting advice.