Net Worth Dashboard

Track all your assets in one place

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If you want to achieve your financial goals, you need to know your net worth and keep tabs on where your money is and how it is allocated.

Wealth Meta Founder

Release History To Date 1.0.6!

1.0.6 May 17th, 2018

  • Add/Edit Asset screen updates:
  • The name field now has an auto complete box that displays matches when entering a publicly traded ticker. When an item is selected the name and symbol fields are automatically populated.
  • Asset type has been simplified to two choices: publicly traded ticker or offline asset.
  • Asset expense ratio and annual yield fields added. Overall expenses and annual yield in dollar figures are computed for accounts and in the summary section.
  • UI navigation improvements and bug fixes.

1.0.5 May 9th, 2018

  • Back button support - navigating inside a net worth dashboard now adds to browser history. Hitting the back button returns you to the previous view instead of kicking you out.
  • Android Chrome bug fixes.

1.0.4 April 20th, 2018

  • Summary section allows drilling down / expanding to see what assets comprise each category.
  • For Assets with ticker symbols a web link has been added that leads to the website of your choice for that ticker symbol. Current options are Yahoo, Market Watch, TD Ameritrade - configurable under settings. If you have one to suggest let us know.
  • Added Loading... message when quotes are first coming in.
  • Updated navigation.
  • Bug fixes for Firefox, iPad, and Internet Explorer.

1.0.3 April 2nd, 2018

  • Allow watching a symbol (enter 0 shares).
  • Adds option to start with some initial data.
  • New settings (hide accounts, hide account balances, hide basis in summary).
  • Improves editing of assets and accounts.
  • Mobile animations when switching between screens. Touch responsiveness improved.

1.0.2 March 5th, 2018

  • For assets with a ticker symbol the main menu now displays the ticker symbol instead of the name and quote data instead of the total value. This can be configured under settings.
  • UI updates for navigation, asset and account views.
  • Bug fix for chart labels in rare cases.
  • Quote API improvements.

1.0.1 March 1st, 2018

  • Bug fixes for UI / mobile and 1 day charts.
  • Adds support for money market / cash funds with a NAV of $1.

1.0 February 25th, 2018

  • Initial release!

FIRE - Financial Independence Retire Early

Everything You Need To Know To Retire At 30 - FIRE

Retiring at age 65 sounds nice—but doesn’t retirement at age 30 sound even better? That’s the idea behind FIRE, which stands for Financial Independence Retire Early. The concepts that go into it will help you better understand your finances - we cover them here.

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Saving For Retirement Calculator

Saving for Retirement Calculator

Run simulations on your nest egg to see how much it could be worth when you retire. Adjust your contribution and portfolio allocation (stocks, bonds, cash) and see the impact instantly.

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Retirement Plans for the Self Employed

Retirement Savings Plans for the Self-Employed

For self employed individuals contributing to a retirement plan is like giving yourself an instant raise without charging your clients more. The IRS allows you to contribute a percentage of your income into a retirement account and then deduct that contribution from your taxable income. There are several ways to go about it which we detail below.

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If you want to achieve your financial goals, you need to know your net worth and keep tabs on where your money is and how it is allocated.

Wealth Meta Founder