EnvisionWorth - AI Net Worth Tracker
Complete Wealth Management & Portfolio Tracking Platform
The most intelligent net worth tracker and financial planner for comprehensive wealth management and investment tracking
Complete Wealth Management Features
Real-Time Net Worth Tracking & Portfolio Management
Automatically sync your bank accounts, investments, and assets through secure Plaid integration. Track your complete financial picture and net worth in real-time with bank-level AES-256 encryption. Comprehensive portfolio management and investment tracking across all your accounts.
Goal-Based Financial Planning & Wealth Management
Set personalized financial goals (retirement, home purchase, education) and allocate your assets strategically. Get AI-powered insights for optimal asset allocation and rebalancing recommendations. Advanced wealth management tools for long-term financial success.
Investment Performance Analytics & Portfolio Tracking
Track investment holdings with detailed performance metrics, asset allocation breakdowns, and goal-specific portfolio analytics. Visualize your investment growth with interactive charts and comprehensive portfolio tracking tools.
Enterprise-Grade Security & Money Management
Your financial data is protected with AES-256-GCM encryption, multi-factor authentication, comprehensive audit logging, and full compliance with GDPR, CCPA, and PIPEDA regulations. Secure money management for all your net worth tracking needs.
Complete Wealth Management Solution
EnvisionWorth goes beyond basic net worth tracking to provide comprehensive wealth management and portfolio tracking capabilities. Our AI-driven platform transforms how you manage your complete financial picture and track your investment performance.
Advanced Portfolio & Investment Tracking
- Real-time portfolio performance across all your investment accounts
- Asset allocation analysis with rebalancing recommendations
- Investment return tracking with benchmark comparisons
- Risk assessment and diversification scoring for better wealth management
Why EnvisionWorth Beats Spreadsheets & Basic Trackers
🚀 vs. Spreadsheets
- Automatic data syncing vs manual entry
- Real-time net worth updates vs static numbers
- AI wealth management insights vs basic calculations
- Goal tracking and portfolio management vs simple totals
🎯 vs. Basic Apps
- True net worth calculation vs simple balances
- Goal-based allocation vs one-size-fits-all
- Investment analytics and portfolio tracking vs basic tracking
- AI-powered wealth management recommendations vs generic advice
Start Your Wealth Management Journey
- Connect Your Accounts: Securely link your bank and investment accounts via Plaid integration for complete net worth tracking
- Track Your Net Worth: View your complete financial picture and portfolio performance with real-time balance updates
- Set Financial Goals: Define goals like retirement, home purchase, or education savings with our wealth management tools
- Allocate Assets: Assign your investments and accounts to specific goals for optimized portfolio management
- Get AI Insights: Receive intelligent recommendations for portfolio optimization, rebalancing, and net worth growth
Who Uses EnvisionWorth for Wealth Management?
🏠 Home Buyers
Track down payment progress and optimize savings for your home purchase goal with net worth tracking
📈 Investors
Monitor portfolio performance and get AI-driven investment insights for better wealth management
🎓 Parents
Plan for education costs and track college savings progress with comprehensive financial planning
👔 Professionals
Optimize retirement planning and monitor long-term wealth growth through portfolio management
Start Your Wealth Management Journey
Begin with a 7-day free trial — no credit card required for complete net worth tracking
Monthly Plan: $9.99/month for unlimited net worth tracking
Annual Plan: $99.99/year (Save 17%) for complete wealth management
Cancel anytime. All portfolio management features included.
Net Worth Tracking & Wealth Management FAQs
How often does EnvisionWorth update my net worth?
Your net worth updates in real-time as market prices change and new transactions sync. We provide live tracking of your complete financial picture and portfolio performance for accurate wealth management.
Can I track crypto and alternative investments?
Yes! EnvisionWorth supports crypto wallet tracking, real estate valuations, and alternative assets alongside traditional investments for true net worth calculation and comprehensive portfolio management.
How does the AI financial planning work?
Our AI analyzes your portfolio performance, spending patterns, and financial goals to provide personalized wealth management recommendations and allocation strategies for optimal net worth growth.
Enterprise-Grade Security for Your Wealth
- Bank-Level Encryption: AES-256-GCM encryption for all sensitive net worth data
- Zero Knowledge Architecture: We never store your banking login credentials
- Multi-Factor Authentication: Additional security layer for account access and portfolio management
- Regulatory Compliance: GDPR, CCPA, and PIPEDA compliant for global wealth management
- Comprehensive Audit Logs: Every data access is logged and monitored for your net worth security