Tracked Capital
Tracked Capital
All your accounts,all in one place.
One dashboard for net worth, budgets, account activity, and investment performance.
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
Balances, connection health, budget pressure, and portfolio movement in one view.
Features
Understand the numbers that drive your finances.
Net worth
See the full balance picture without stitching accounts together manually.
Inside this view
Live totals across checking, savings, credit, loans, and investments
Historical net worth trend tracking
Connection-health cues when an institution needs attention
Budgeting
Turn monthly activity into a clearer operating system for spending decisions.
Inside this view
Budget utilization, remaining headroom, and over-target categories
Monthly income-versus-expense comparisons
Transaction and account-level activity detail
Investments
Put portfolio performance next to the rest of your financial reality.
Inside this view
Portfolio value, gain/loss, net contributions, and capital context
Allocation panels and Me Index performance
Holdings detail tied back to tracked activity
See your full financial picture.
Link your accounts and get started in minutes.
Security
Your data stays protected.
Read-only connections, server-side token handling, and MFA keep your accounts visible without exposing them.
MFA-capable authentication
Sign-in supports email verification, password resets, and 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.