Stocks and cash remain in net worth
Stocks and cash count toward net worth even in accounts that also contain derivatives. Options and other derivatives are shown separately using provider data and excluded from net worth. Missing valuations are marked as incomplete.
Your connections and history stay under your control
A person invited to your account can view investments. Connection management remains with the owner. Disconnecting stops synchronization and preserves imported history; removing data is a separate decision.
Start tracking your finances with Martia
Connect your bank account and automatically track spending, plan budgets, and analyze trends — all in one place.
Get started