Track your true wealth automatically — net worth and investment performance across all accounts and markets.
Vision Money brings your brokerage, retirement, and bank accounts together — with stocks, ETFs, and funds in one clear dashboard.
Your portfolio updates daily, with no bank links, no brokerage links, and no personal info required.
Available on iOS and Android. You’ll be redirected to the app automatically.
Why Most Investment Apps Miss the Point
Other apps stop at balances and % changes — they never tell you if your wealth is really growing or if your returns can fund your goals.
Rely on fragile bank or brokerage links — risky and unreliable
Focus only on transactions — can’t show your portfolio’s true daily value
Show today’s balance, but not your long term curve
Reduce performance to % changes — without telling you if your returns are truly good
Most people don’t trade every day. With Vision Money, you only record trades when they happen — everything else updates automatically.
Automatic Asset Tracking
Just enter your starting positions and trades — Vision Money updates prices automatically and keeps your portfolio accurate every day.
Daily updates, zero effort — portfolio values refresh automatically every day
All accounts and investments in one dashboard — brokerage, retirement, and bank — with stocks, ETFs, and funds all tracked together
Across markets, unified — U.S. and international holdings shown in your reporting currency
Goal based clarity — see instantly whether your current assets are enough to fund retirement, education, or freedom
Clear net worth curve — history rebuilt from day one, so you can see how your wealth evolves
True Investment Performance
See if your returns are truly strong enough to reach your goals.
Professional accuracy — Time Weighted Return (TWR), the same method used by funds
Benchmark comparisons — measure against S&P 500, global ETFs, or your own goals
Real clarity — not just if prices went up, but whether your returns are strong enough to reach your targets
Clear Status Labels — Always know if your goals are Achieved, Partial, or Unachievable.
If I don’t have enough — is it because my returns are weak, I spend too much, or I earn too little?.
Testimonials
“I used to feel powerless recording my expenses. Now, I can finally focus on building wealth. Vision Money changed how I see money.”
Max
Customer
Budget free. Plan better. Reach your goals.
With Vision Money, budgeting, goal planning, and net worth tracking are always free.
Available on iOS and Android.
No personal info
No bank link
No daily logging
You’ll be redirected to the app automatically.