VestlyFi

Track your net worth over time

Log your assets and liabilities each month. Watch your net worth grow. Your data is saved securely to your account.

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Net worth tracker — common questions

What is a net worth tracker?

A net worth tracker is a tool that records your assets (cash, investments, property) and liabilities (loans, credit cards) over time so you can see your true net worth — what you own minus what you owe — and watch it grow month to month.

How do I calculate my net worth?

Add up the current value of everything you own, then subtract everything you owe. The result is your net worth. VestlyFi does the math for you: log each asset and liability and it totals your net worth automatically and charts the trend.

Is the VestlyFi net worth tracker free?

Yes. Tracking your net worth on VestlyFi is completely free, with no spreadsheet to maintain. Create an account, log your assets and liabilities, and update them whenever you like.

Is my financial data private and secure?

Your data is tied to your own account and is only visible to you when you're signed in. We never sell your information, and you can update or delete your entries at any time.

Can I track my net worth without a spreadsheet?

Absolutely. VestlyFi replaces the manual spreadsheet — it stores your history, calculates monthly changes, shows your asset allocation, and lets you share a clean snapshot of your progress.

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Portfolio Overview
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Net Worth History
Net Worth
Assets
Liabilities
Log entries for two or more months to see your trend.
Asset Allocation
Add assets to see allocation.
Debt Paydown
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Holdings
Name Type Value Change 6M Trend Allocation Updated
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Re-log your existing entries with a new date and updated values.
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