Any new investing/budgeting apps?

Advice

I don’t really need detailed expense categories or to know that I spent $147 on restaurants last month. Looking for something that track:

  • cash and bank accounts
  • stocks/ETFs
  • crypto
  • property
  • private investments
  • debts/liabilities
  • overall net worth

Ideally it would also give me some useful portfolio analysis like allocation, concentration, performance, maybe some guidance around whether I’m too exposed to one asset/class.

Is there anything good that’s more focused on managing your overall balance sheet and investments rather than tracking every coffee?

Posted Sep 8, 2026, 11:36 AM UTC

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