Features
Portfolio tracking
Nethaven portfolio tracking unifies brokerage holdings via SnapTrade, crypto wallets, and manual assets like property and vehicles into a single net worth dashboard. You see how investments and daily money move together without switching apps.
What you get
- Brokerage sync via SnapTrade (where your brokerage is supported)
- Crypto wallet tracking alongside traditional assets
- Manual entries for property, vehicles, and luxury items
- Interest-bearing and passive-income account views
- Net worth trend with cash flow context
Nethaven is a personal finance app for iOS and Android that connects banks through Plaid, brokerages through SnapTrade, and manual assets into one dashboard. Portfolio tracking is part of that unified view—so you are not exporting CSVs or reconciling separate tools every month.
Use categories and limits to stay on plan, then zoom out to net worth, debt payoff, savings goals, and subscriptions without losing context. Household invites let partners share an organization budget while each person keeps their own login.
Not investment advice. Data sync depends on institution availability; see in-app connection flows for banks and brokerages supported in your region.