Net Worth Tracker for Couples
A net worth tracker that understands partnerships are not all-or-nothing. Set 50/50 on the house, 100% personal on the SIPP, 60/40 on the rental flat — your partner sees only their share, the household lens shows the whole picture.
3-day free trial · One subscription covers your invited partner · Cancel anytime
Set 50/50 on the family home, 100% personal on your SIPP, 60/40 on the rental flat. Each asset, debt and recurring cash flow has its own ownership split. The partner sees only their share — yours stays yours.
Send your partner an email invitation. Once they accept, the assets and debts you marked as co-owned mirror into their account at their share automatically. No spreadsheet copy, no awkward export — and disable any time.
Switch between “just me” and “the household” in one click. Net worth, allocation, cash flow and the Wealth Statement PDF re-aggregate to whichever lens you're on. Estate counsel sees the household side; personal financial planning stays in the individual side.
Partners see what you marked as theirs — and nothing else. No accidental leak of personal accounts.
Disable sharing in one click. Audit log preserves the history of who saw what, when.
Generate a household Wealth Statement PDF for estate counsel — full picture, one verified document.
Each asset, debt and cash flow has an ownership percentage and an optional shared-with email. You set 50/50 on the house, 100% personal on individual retirement accounts, whatever ratio fits. Invite your partner by email — they see only their share. No more two spreadsheets and a reconciliation tab.
No — only what you explicitly marked as co-owned (or fully owned by them). Anything you keep at 100% personal stays in your account and never surfaces in theirs. The same applies in reverse: your partner's personal positions don't leak into your view.
Recurring cash flows (rent, mortgage payments, utilities, subscriptions) carry their own ownership_pct. Set the split to 60/40 and the cash-flow view, the savings-rate KPI and the Wealth Statement PDF aggregate to the correct share in each person's cockpit.
Yes. With the household lens active, the Wealth Statement PDF renders every co-owned asset at its full market value, every personal asset at the owner's share, and total net worth as the family aggregate. The PDF carries a verified hash + QR for estate counsel, lenders and KYC.
Disable the partner invitation at any time from Settings → Partners. The mirrored copies disappear from their cockpit; your originals stay intact. The audit log preserves the history of when shares changed for any later reconciliation.
One subscription covers the inviter plus their invited partner — the partner doesn't need a separate plan to see the shares you sent. If the partner wants their own personal-side ledger (assets you didn't share with them), they upgrade independently.
Build the household view together. Keep the personal side personal. Three days free, one subscription covers your invited partner, cancel anytime.
3-day free trial · Cancel anytime · Swiss-built · Bank-grade security