Your net worth, your cash flow, one dashboard
Most portfolio trackers stop at your brokerage account. VestUp tracks investments and everyday finances together — so you see your whole financial picture, not just a slice of it.
Add what you hold
Enter accounts and holdings by hand, or bulk-import from a CSV export — stocks, crypto, real estate, cash, and more.
Track everything in one place
Investments and everyday cash flow live side by side, converted into one currency, so your net worth is always accurate.
See where you're headed
Projections, goals, and a market benchmark show you whether you're on track — not just where you've been.
Try the dashboard on sample data
A live, interactive preview — no sign-up required.
Net Worth
$0.00$41,200 this year
Brokerage
Brokerage
$128,400
Rental Condo
Real Estate
$78,000
Coinbase
Crypto Exchange
$34,500
Everyday Checking
Cash / Savings
$28,750
The VestUp difference
Cash flow and investments, finally in one place
Track recurring income and expenses, budget categories, and monthly cash flow right alongside your portfolio — not in a separate app. Your projections account for both what you're spending and what you're invested in.
Every asset, correctly
Real estate, bonds, collectibles — not just tickers
Manually valued assets like property and collectibles track their own gain or loss against what you paid, distinct from market-priced holdings. Everything converts cleanly across currencies.
Know where you stand
Benchmark against the market
See your portfolio's return plotted against the S&P 500 and NASDAQ, so you know whether your strategy is actually beating an index fund.
Plan ahead
Set a net worth goal and a target allocation
Track progress toward a target net worth with a projected arrival date, and get a no-selling suggestion for where your next contribution should go to stay on target.
Slice it your way
Custom breakdowns beyond asset type
Tag holdings by sector, region, or strategy and see your allocation from any angle you care about.
Bring your data with you
Bulk import from a CSV, no manual re-entry
Already tracking your holdings in a spreadsheet? Import them in one step — VestUp validates every row before anything is saved.
Frequently asked questions
Start tracking your full financial picture today
Free during beta. No credit card, no bank linking, no catches.
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