Simple: free; Everyday Users: $9/month or $89/year
Free tier: $0 for 3 assets. Paid: $47/month for 3 assets; additional assets cost $15/month for assets 4-10, $10/month for assets 11-25, and $5/month from asset 26 onwards. Maximum 100 assets at $677/month. Yearly plan saves 30%: $394.80/year for 3 assets. 7-day free trial requires card.
Key features
Visual-first design with charts instead of spreadsheets
Asset projections and growth forecasting
Real-time scenario testing with variable adjustment
Cash flow analysis and planning
Retirement drawdown planning
Loan repayment calculators
Contributions calculator
Data saved to account for Everyday Users plan
Opportunity spotting for underperforming assets
Table view for detailed year-by-year data
Interactive global map with globe and country views
Track property, vehicles, boats, aircraft, land, parking and equipment
View value, income, expenses, yield and net worth for each asset
Attach documents such as deeds and insurance
Set reminders for renewals
Track loans and mortgages with debt details
Export data as PDF, Excel or CSV reports
Performance ranking showing returns across portfolio
Upload deed, invoice or contract to auto-fill asset details
Create private read-only sharing links for accountants or partners
What makes it different
No bank account linking required—entirely manual entry keeps data private
Real-time projection updates as you change assumptions
No jargon or complex setup required
One interactive map showing all asset types together
Values come from you, not market estimates, ensuring accuracy to your beliefs
No bank logins required or personal data collection
Tracks ownership share for properties held with partners
Works across multiple countries with globe and country views
Calm Sea
Owned Map