Your Wealth Is Scattered Across a Dozen Apps
You check one app for stocks, another for crypto, a spreadsheet for private investments, and your bank for cash. You have no single source of truth for your total net worth. Worse, you can't see how each position connects to your overall investment thesis or whether your allocation still makes sense.
One Dashboard for Your Entire Net Worth
- Track equities, ETFs, mutual funds, bonds, options, and crypto — all in one unified view with real-time pricing
- Thesis cards attached to every position — see your conviction rationale alongside live performance data
- Complete version history of every thesis edit, conviction change, and allocation decision with timestamps
- AI-powered alerts when positions drift from your thesis or your allocation shifts beyond your target ranges
How It Works
Connect Your Accounts
Link your brokerage, crypto, and banking accounts or add positions manually. Vexton supports all major asset classes and consolidates everything into a single net worth view.
Attach Your Thesis
Every position gets a structured thesis card with your rationale, key metrics, and exit criteria. See your conviction alongside your returns — not in a separate document.
Track the Full Picture
Monitor your complete net worth with allocation breakdowns, performance attribution, and AI-powered alerts. Know exactly where your wealth stands and whether your thesis still holds for every position.
Frequently Asked Questions
What is the best way to track your net worth?
The best way to track net worth is with a single dashboard that consolidates all your asset classes — stocks, ETFs, bonds, crypto, and cash — with real-time pricing. Vexton goes beyond basic net worth tracking by attaching your investment thesis to every position, so you see not just what you own, but why you own it.
How often should you check your net worth?
Most financial advisors recommend reviewing your net worth monthly or quarterly — frequent enough to catch allocation drift but not so often that you react emotionally to short-term moves. Vexton automates this with scheduled reviews and AI-powered alerts that notify you only when your positions or allocation shift beyond your defined thresholds.
What asset classes should a net worth tracker include?
A comprehensive net worth tracker should cover all asset classes: public equities, ETFs, mutual funds, bonds, options, crypto, real estate, and cash equivalents. Vexton supports all of these in a single unified view, with thesis-level tracking for investment positions so you can monitor conviction alongside returns.
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