Features
Portfolio tracking
Track stocks, ETFs, crypto, property, vehicles, and interest accounts in one net worth view alongside daily cash flow.
The short answer
What portfolio tracking does for you
Use Nethaven to inspect holdings, allocation, and dividend income from the same net worth view. Brokerages can sync through SnapTrade when your institution and region are supported, crypto can be imported from supported public wallet addresses, and property, vehicles, and other assets can be tracked with manual entries.
Looking for the next step? Nethaven Pro pricing puts this feature in context with the rest of Nethaven.
Review your full position at a glance
Inspect what you hold, then switch to dividend income when you want to plan around upcoming payments.
Portfolio value
$97,720
All sample assets
Projected annual income
$1,069
Known + estimated
Top positions
A quick read before you inspect the full allocation.
- VTI$42,680+8.40%TE
- MSFT$18,420+12.10%M
- AAPL$10,960+5.80%A
- SCHD$7,800+3.90%SE
Sample data is illustrative. Connected positions depend on institution coverage, while manual assets and estimates need your review.
At a glance
What you get
- Brokerage sync through SnapTrade when your institution is supported
- Read-only crypto wallet import for supported addresses and assets
- Manual entries for property, vehicles, and luxury items
- Dividend forecast with known and estimated income by month
- Interest-bearing and passive-income account views
- Net worth trend with cash flow context
Review your full position at a glance
Inspect what you hold, then switch to dividend income when you want to plan around upcoming payments.
Allocation
All assets by current sample value
- VTI$42,680
- MSFT$18,420
- AAPL$10,960
- SCHD$7,800
- BTC$9,760
- HOME$8,100
Total Stock Market ETF
VTI · SnapTrade brokerage
Value
$42,680
43.7% of view
Income
$320
Illustrative annual estimate
Holdings
Select a position to inspect its source and income context.
Sample data is illustrative. Connected positions depend on institution coverage, while manual assets and estimates need your review.
How it fits into Nethaven
Nethaven is a personal finance app for iOS and Android that connects brokerages through SnapTrade, crypto wallets, 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.
Inspect allocation before you make a plan
A portfolio total answers how much you have. Allocation answers what that total depends on. Nethaven groups supported holdings and manual assets in one view, so you can inspect the balance between funds, individual companies, crypto, and slower-moving assets before deciding what to review next. The live preview above uses illustrative values to show the workflow, not a recommendation about how to invest.
Select a holding to see its value, source, and income context, then change the asset filter when you want to focus on equities, funds, crypto, or manual assets. A connected position can refresh with the brokerage source, while a manual asset remains as current as the value you last entered.
Dividend tracking separates known income from estimates
Dividend income is easier to plan when declared payments are not mixed with projections. Nethaven labels a payment as known when a provider-reported dividend has a declared payment date. Estimated income is projected from the holding's recent dividend rate and payment frequency, so it can help with planning without pretending a company has promised a future payout.
Income is shown by month instead of only as an annual average. That makes quarterly schedules visible, including the months where several holdings pay together and the months with little or no income. Ex-dividend dates and payment dates remain separate because the first is an ownership cutoff and the second is when cash is expected to arrive.
For the underlying method and a practical review routine, read the guide to tracking dividend income. It explains why a rolling forecast is useful, why yields can mislead, and what to check when a provider history is incomplete.
What syncs automatically and what stays manual
Nethaven uses SnapTrade for brokerage connections, so holdings and balances can refresh without repeated data entry when the institution is covered. Coverage is not universal, and a supported connection can still need reconnection or review. An unsupported brokerage can be represented with a manual account, but its value will not update itself.
Crypto tracking is read-only wallet import, not custody or trading. Supported public wallet addresses can provide balances and transactions, but chain, token, and provider coverage varies. Property, vehicles, luxury items, and other offline assets are manual entries by design. They belong in the net worth picture, but you need to update their values yourself.
Know before you start
Current product limitations
Brokerage coverage depends on SnapTrade
Nethaven connects brokerages through SnapTrade. Availability depends on the institution, account type, and region, and unsupported brokerages need a manual account or asset entry.
Crypto import is read-only and provider-dependent
Supported public wallet addresses can be imported without custody or exchange credentials. Chain, token, transaction history, and valuation coverage vary, so some assets may need a manual entry.
Manual assets need your updates
Property, vehicles, luxury items, and other manual assets do not receive automatic market valuations. Update the value when your own review makes it appropriate.
Data sync depends on institution availability. Check the in-app connection flow for brokerages supported in your region. Not investment advice.
FAQ
Questions before you start
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Related resources
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