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Updated almost 2 years ago on . Most recent reply

User Stats

203
Posts
78
Votes
Austin Davis
  • Investor
  • Cedar Rapids, IA
78
Votes |
203
Posts

Net worth app recommendations

Austin Davis
  • Investor
  • Cedar Rapids, IA
Posted

Hello BP,

I have multiple entities that own different properties and bank accounts with different percentages of ownerships. I currently use a spreadsheet to track my net worth because I can’t find an app that I can plug in percentages of ownerships to give me an accurate net worth. I am looking for a much quicker option. Does any suggestions or am I stuck with the spreadsheet?

Thanks!

  • Austin Davis
  • Most Popular Reply

    User Stats

    480
    Posts
    428
    Votes
    Denver McClure
    • Financial Advisor
    • Dallas, TX
    428
    Votes |
    480
    Posts
    Denver McClure
    • Financial Advisor
    • Dallas, TX
    Replied

    Hey Austin, Vyzer is pretty good. I also recommend the Mint app, but it may have difficulties tracking your % ownership in various companies. You are able to manually enter that % ownership in terms of $ value, but you'll have to update it periodically. 

  • Denver McClure
  • [email protected]
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