Private beta · Waitlist open
Bring anything.
See everything.
The net worth and investment tracker that organizes every brokerage account by strategy — plus the house, the cars, the art — with rebalancing guidance and none of the busywork. No logins to link: forward an email or drop a PDF, and the AI does the data entry.
- NVDA · Schwab $214,380
- VTI · Fidelity $186,920
- 12 Maple St. · appraisal $642,000
- AAPL buy · forwarded confirm needs review $18,275
The honest comparison
Why a dedicated net worth and investment tracker beats the alternatives
Broker dashboards
Show one institution at a time. Your income strategy spanning three brokers doesn't exist in any of them.
Aggregators
Demand your banking credentials, break when a page changes, and can't see your house at all. Refusing to hand over a login isn't paranoia.
Spreadsheets
Answer the strategy questions — as long as you keep doing the data entry. Most people stop by week three.
“AI finance” apps
Book whatever the model extracted. One bad parse and every total on the page is wrong, silently.
The analysis of a wealth manager, the upkeep cost of forwarding an email, and a human approval gate so the AI never gets to be wrong in your ledger.
01 · See everything
Organized by strategy, the way professionals work
Group positions into sleeves — the strategies you actually think in: income, growth, speculative, the kids' college — across every account and every broker. Each sleeve carries its own value, performance, target weight, and drift. Real estate, vehicles, art, and collectibles sit in the same ledger as the securities, so net worth means actual net worth.
When allocations drift, you see it at a glance — and get the concrete trades that would fix it with portfolio rebalancing that spans accounts, which is exactly the chore everyone skips. It works whether you track one brokerage account or a dozen.
Sleeves · target vs. actual
- Income
- 32% / 30%
- Growth
- 41% / 40%
- Speculative
- 7% / 10%
- Hard assets
- 20% / 20%
Speculative is 3 points under target. Rebalance view drafts the exact trades.
02 · Bring anything
If it documents something you own, that's enough
Forward an email. Drag in a PDF. Snap a photo of a paper statement. Drop a CSV. Tell it what the appraisal said. Classification and extraction sort out confirms, statements, newsletters, and appraisals — you don't sort anything first.
There are no bank connections, no stored credentials, and no screen-scraping. Keeping the ledger current costs you the effort of hitting Forward.
- a forwarded email
- an uploaded PDF
- a photo of a paper statement
- a CSV export
- an appraisal
- a closing statement
- a broker confirm
- your bank login
Drop a statement on the welcome screen and watch your accounts appear — pending your approval, as always.
03 · You approve everything
The AI never gets to be wrong in your ledger
Everything the AI extracts lands in a review inbox as pending, and pending records are excluded from every balance until you confirm them. New accounts found in documents are never created without you. One wrong number can silently poison every total downstream — so no number counts until it's one you approved.
Enforced in the database, not just promised in the marketing.
We parsed 3 transactions from statement_march.pdf.
2 matched your records. 1 needs your review.
04 · Depth when you want it
For active traders, it goes further
Log trades as you place them and evaluate the strategy, not just the holdings: trade-level history inside each sleeve, with the cash it consumed and the result. Your entries reconcile against broker confirms when they arrive — price, fees, partial fills — and statement balances are verified against the ledger.
Discipline rules live in plain English. The system does the watching; you keep the trigger.
Trading rule · plain English
“Trim NVDA if it exceeds 30% of the growth sleeve.”
NVDA is 33.4% of growth.
Drafted: SELL 40 NVDA — suggested, never auto-confirmed.
Pricing
Never priced on assets, never per account. Thirty-day trial with full access to every module, no card. Your price never goes up while you stay subscribed.
The waitlist deal
10% off, for life.
Join the waitlist with a verified email and we send you a code worth 10% off any plan, forever — and it stacks with founding pricing if you're among the first thousand subscribers.
Questions, answered plainly
The honest answers
Do I have to link my bank or brokerage logins? +
No. Clarity never asks for a brokerage or bank login and never stores one. You keep the ledger current by forwarding an email, dropping a PDF, or uploading a CSV — there is no account linking and no screen-scraping. More on the security page.
Can I track real estate, cars, and other assets alongside my investments? +
Yes. Real estate, vehicles, art, and other hard assets sit in the same ledger as your securities, so your net worth reflects everything you own — not just what a brokerage can see.
Is Clarity a portfolio tracker or a net worth tracker? +
Both. It tracks investments across every brokerage account — with sleeves, target weights, drift, and rebalancing guidance — and rolls hard assets into a single net worth figure.
How does the AI stay accurate? +
Everything the AI extracts arrives as pending and is excluded from every balance until you confirm it. No number counts until it is one you approved, and the rule is enforced in the database, not just promised.
See your whole picture
Waitlist members get 10% off, for life, delivered to a verified email — because every number here is one you approved.