Welcome to being financially organized!

Do you know the three pieces needed to reach your financial goals?

Welcome to being financially organized!

Do you know the three pieces needed to reach your financial goals?

1) Track Your Net Worth

The Net Worth Dashboard is where you organize your overall investment portfolio across all your accounts.

It computes your overall asset allocation which is key to managing risk and knowing when to rebalance. Stock and mutual fund prices are automatically brought in. It also supports "offline" assets like regular bonds, private funds, and even your one of a kind vintage record collection.

Try the Net Worth Dashboard

1) Track Your Net Worth

The Net Worth Dashboard is where you organize your overall investment portfolio across all your accounts.

It computes your overall asset allocation which is key to managing risk and knowing when to rebalance. Stock and mutual fund prices are automatically brought in. It also supports "offline" assets like regular bonds, private funds, and even your one of a kind vintage record collection.

Try the Net Worth Dashboard

2) Set Goals and Plot a Course

Ever ask yourself questions like: How much do I need to retire? When can I retire comfortably? What if I buy a house? Can I afford to travel for a year?

The Income Spending Simulator analyzes income, expenses, assets, and loans and graphs the resulting cash flow, debt, asset appreciation, and net worth.

Try the Income Spending Simulator

2) Set Goals and Plot a Course

Ever ask yourself questions like: How much do I need to retire? When can I retire comfortably? What if I buy a house? Can I afford to travel for a year?

The Income Spending Simulator analyzes income, expenses, assets, and loans and graphs the resulting cash flow, debt, asset appreciation, and net worth.

Try the Income Spending Simulator

3) Setup a Budget and Monitor Spending

The Home Budget Tracker is for entering receipts, tracking account balances, and budgeting.

Designed to be used by individuals and couples on the go at any stage of life.

Coming in mid 2018

Sign Up for Updates

3) Setup a Budget and Monitor Spending

The Home Budget Tracker is for entering receipts, tracking account balances, and budgeting.

Designed to be used by individuals and couples on the go at any stage of life.

Coming in mid 2018

Sign Up for Updates

More About Wealth Meta

At heart we are software makers who enjoy the topic of personal finance. We are not out to sell you any type of investment or loan. We hope the tools and information you find here will be useful in reaching your personal version of financial success.

As part of our core values, we promote financial literacy with the following resources:

Read more about us here.

More About Wealth Meta

At heart we are software makers who enjoy the topic of personal finance. We are not out to sell you any type of investment or loan. We hope the tools and information you find here will be useful in reaching your personal version of financial success.

As part of our core values, we promote financial literacy with the following resources:

Read more about us here.

Recent Blog Posts:

Net Worth Defined With Precision

Net worth, the yard stick for comparing financial success is a loosely defined term (irritatingly so to our brains). See our diagram for the break down of "total" vs "investable" net worth. After you read ...

Financial Literacy, Net Worth

Read More...

Why Higher Income Doesn’t Always Equal Higher Net Worth

When people talk about being wealthy or “rich,” they rarely pause to define wealth—this is true when you’re talking to a neighbor but also often true when you’re reading about wealth in the newspaper. So ...

Net Worth

Read More...

Five Ways to Protect Yourself from Identity Theft

Identity thieves are out to steal your personal information so they can borrow in your name, access your benefits, or drain your accounts before you notice. There are a few simple steps you can take ...

Risk Reduction

Read More...

  • March 25, 2018
  • by Emily

What Categories Should Be in My Budget?

The key to creating an effective budget, whether you’re creating a monthly or annual budget or planning a budget for an upcoming vacation, is that you need to account for everything. The numbers on your ...

Personal Finance, Budgeting

Read More...

  • March 14, 2018
  • by Emily

Smart Spenders Recognize Quality and Pay for It Gladly

As a society we tend to judge each other on how we spend. So and so is “cheap”, or so and so “spends too much”... How much a person spends in dollars is a limited ...

Personal Finance, Budgeting

Read More...