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
- Dividend forecast with known and estimated income by month
- 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 securely, 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.
Dividend tracking and income forecasting
Dividends are the part of a portfolio most people cannot put a number on, because payments arrive in small amounts on dates set by a dozen different companies and never appear anywhere as a total. Nethaven splits dividend income into known payments, where the dividend has been declared with a payment date, and estimated payments projected from each holding's recent rate and payment frequency, so the near-term figure is grounded and the longer view is clearly an estimate.
Income is shown by month rather than as an annual average, which matters more than it sounds: a portfolio of quarterly payers clusters into a few heavy months and several empty ones, and an annual figure divided by twelve is wrong in every month of the year. Alongside the monthly totals you get yield metrics per holding, a view of which holdings actually pay, and separate ex-dividend and payment-date notices so the ownership cutoff is never confused with the date cash arrives.
Because the dividend view runs on the same brokerage positions imported through SnapTrade that feed your net worth, the income forecast and the portfolio total cannot drift apart the way they do when income lives in a separate spreadsheet.