Tracked Capital
Tracked Capital
All your accounts,all in one place.
Monitor institutions, net worth, budgets, account activity, and investment performance from a single dashboard built to surface the numbers that matter most.
Product preview
Dashboard overview
Net worth
$482,600
+$8,450 over the current window
Budget status
68%
$1,140 left across active category caps
Account health
All linked items healthy
Reconnect prompts surface when action is needed.
Linked institutions
Banking, credit, loans, and brokerage
Chase
Checking, credit card
Vanguard
Brokerage, Roth IRA
Ally
Emergency savings
Snapshot
Key financial signals
Net worth
+$8,450
Portfolio
$214K
See balances, connection health, budget pressure, and portfolio movement in one connected operating view.
Manage institutions and accounts
See linked institutions, account balances, and account-level activity in one connected operating view.
Stay on budget faster
Spot budget utilization, category pressure, and cash-flow changes before they turn into overspending.
Measure portfolio performance
Review holdings, allocation, contributions, and Me Index performance next to the rest of your finances.
Catch trend changes
Track how net worth, monthly spending, cash flow, and portfolio activity are moving over time.
Feature awareness
Understand the numbers that drive your finances.
Review the core product surfaces before signing in: institutions, balances, net worth, account activity, budget pressure, monthly cash flow, portfolio performance, and connection health. Each one is built to help you assess performance quickly and decide where to focus next.
Net worth
See the full balance picture without stitching accounts together manually.
The dashboard turns linked institutions and accounts into one running net worth view so asset growth, cash reserves, debt load, and connection health are easy to spot at a glance.
Inside this view
Live balance totals across linked checking, savings, credit, loans, and investments
Historical net worth trend tracking in the main dashboard
Connection-health cues and repair prompts when an institution needs attention
Budgeting and cash flow
Turn monthly activity into a clearer operating system for spending decisions.
Budget progress, category caps, month-by-month cash flow, and account activity stay visible inside the same experience, making it easier to notice overspend before the month gets away from you.
Inside this view
Budget utilization, remaining headroom, and over-target categories in one place
Monthly income-versus-expense comparisons for fast variance checks
Transaction and account-level activity views when you need detail
Investments
Put portfolio performance next to the rest of your financial reality.
Holdings, allocation, contributions, gain/loss, and Me Index performance appear in a product surface that feels native to the broader finance dashboard, not bolted on as a separate tool.
Inside this view
Portfolio value, gain/loss, net contributions, and capital context
Allocation panels and benchmark-style Me Index performance
Coverage and holdings detail tied back to tracked activity when available
Built to surface performance quickly.
Tracked Capital brings institution connections, account activity, budgets, and investments into one operating view so you can measure where you stand without stitching data together.
Start with the metrics that matter most: total net worth, institution status, spending trend, budget utilization, and portfolio performance.
The goal is simple: reduce lookup time, make trend changes obvious, and keep every major financial signal and repair workflow close at hand.
Fast balance read
See net worth, budgets, linked institutions, and connection health in the first screen.
Clear feature proof
Each section shows what the product measures, from activity to Me Index performance, and why that view matters.
Consistent dashboard UI
The page uses the same visual language as the product so expectations stay consistent.
Trust built in
Security details support the buying decision without competing with the product story.
Trust layer
Security supports visibility.
Account visibility only works if institution connections and access are trustworthy. These controls help protect data while keeping the product focused on monitoring, not money movement.
MFA-capable authentication
Sign-in runs through Auth0 with support for stronger access policies.
Read-only account connectivity
Plaid connections power visibility into balances, transactions, and investments without initiating payments.
Server-side token protection
Sensitive account-linking credentials stay on the server and are never exposed in the browser.