See your investments next to the rest of your money.
Connect your brokerage and retirement accounts and see what they're worth, what you hold, and how they add to your net worth.
Included in Countorra Management and Countorra Tax.
Holdings come from brokers that report them, over the same secure connection as your bank.
7 days free for a new account. A card is required to start; cancel before the 7 days end and you pay nothing.
The Dashboard's Net worth card for a sample workspace: what is owned minus what is owed, with its trend over recent months.
How it works.
- Step 1
Connect your accounts
Connect a brokerage or retirement account the same way as a bank.
- Step 2
See each account's value
Each investment and retirement account, grouped by what it's for, with the interest and dividends paid into your bank this year.
- Step 3
See what you hold
Each holding's quantity, price and value, and the gain where your broker reports what you paid.
- Step 4
It counts in your net worth
Investment balances add to your net worth, with its history by month from the day Countorra starts recording it.
- Stock index fund120 shares at $95.00
- $11,400
- Bond fund50 shares at $48.00
- $2,400
- Cash
- $350
- Account value
- $14,150
Two funds and a little cash add up to an account worth $14,150, counted in your net worth.
Illustrative figures, not from any real account.
Why it matters.
- Everything in one view
- Your investments beside your checking, savings and cards — no more signing in to five sites.
- Your real net worth
- What you own, including what's invested, minus what you owe.
- Read, never traded
- Countorra shows your investments. It can't buy, sell or move anything.
Common questions.
More in the Help Centre: Net worth and investments.
Related features.
See the whole product- Bank connections
Connect your bank once. Your transactions keep arriving.
- Debts and credit
See what you owe, and what it costs you.
- Cash flow
See where your money goes.
Start with 7 days free.
New accounts choose Countorra Management or Countorra Tax and add a card. Nothing is charged during the trial, and if you cancel before it ends, you pay nothing.