{"id":5716,"date":"2025-08-24T10:17:07","date_gmt":"2025-08-24T02:17:07","guid":{"rendered":"https:\/\/www.vision.money\/newsite\/?page_id=5716"},"modified":"2025-08-31T20:41:00","modified_gmt":"2025-08-31T12:41:00","slug":"investment-tracking","status":"publish","type":"page","link":"https:\/\/www.vision.money\/newsite\/investment-tracking\/","title":{"rendered":"Investment Tracking"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; custom_padding_last_edited=&#8221;on|tablet&#8221; module_class=&#8221;budget_banner&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;100px|20px|50px|20px|false|false&#8221; custom_padding_tablet=&#8221;50px|20px|30px|20px|false|false&#8221; custom_padding_phone=&#8221;35px||20px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; module_class=&#8221;banner_columns&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; max_width=&#8221;1168px&#8221; module_alignment=&#8221;center&#8221; custom_margin=&#8221;0px|0px|0px|0px|false|false&#8221; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;|16px|||false|false&#8221; custom_padding_tablet=&#8221;|16px|||false|false&#8221; custom_padding_phone=&#8221;|0px|||false|false&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text module_class=&#8221;banner_static_note&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Inter||||||||&#8221; text_text_color=&#8221;#FFFFFF&#8221; text_font_size=&#8221;16px&#8221; background_color=&#8221;rgba(255,255,255,0.3)&#8221; custom_margin=&#8221;0px|0px|16px|0px|false|false&#8221; custom_padding=&#8221;12px|26px|12px|26px|false|false&#8221; custom_padding_tablet=&#8221;10px|20px|10px|20px|false|false&#8221; custom_padding_phone=&#8221;10px|20px|10px|20px|false|false&#8221; custom_padding_last_edited=&#8221;on|tablet&#8221; text_font_size_tablet=&#8221;14px&#8221; text_font_size_phone=&#8221;14px&#8221; text_font_size_last_edited=&#8221;on|tablet&#8221; text_line_height_tablet=&#8221;20px&#8221; text_line_height_phone=&#8221;20px&#8221; text_line_height_last_edited=&#8221;on|tablet&#8221; border_radii=&#8221;on|100px|100px|100px|100px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><span>Know if your returns are truly enough<\/span><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_font=&#8221;Inter|700|||||||&#8221; header_text_color=&#8221;#FFFFFF&#8221; header_font_size=&#8221;50px&#8221; header_line_height=&#8221;60px&#8221; custom_margin=&#8221;0px|0px|20px|0px|false|false&#8221; custom_margin_tablet=&#8221;0px|0px|10px|0px|false|false&#8221; custom_margin_phone=&#8221;||0px||false|false&#8221; custom_margin_last_edited=&#8221;on|tablet&#8221; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; header_font_size_tablet=&#8221;40px&#8221; header_font_size_phone=&#8221;32px&#8221; header_font_size_last_edited=&#8221;on|tablet&#8221; header_line_height_tablet=&#8221;50px&#8221; header_line_height_phone=&#8221;40px&#8221; header_line_height_last_edited=&#8221;on|tablet&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>Track your true wealth automatically \u2014 net worth and investment performance across all accounts and markets.<\/h1>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Inter||||||||&#8221; text_text_color=&#8221;#FFFFFF&#8221; text_font_size=&#8221;16px&#8221; text_line_height=&#8221;24px&#8221; custom_margin=&#8221;0px|0px|32px|0px|false|false&#8221; custom_margin_tablet=&#8221;0px|0px|20px|0px|false|false&#8221; custom_margin_phone=&#8221;0px|0px|20px|0px|false|false&#8221; custom_margin_last_edited=&#8221;on|tablet&#8221; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Vision Money brings your brokerage, retirement, and bank accounts together \u2014 with stocks, ETFs, and funds in one clear dashboard.<\/p>\n<p>Your portfolio updates daily, with no bank links, no brokerage links, and no personal info required.<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/vision.money\/downloadvm.html&#8221; button_text=&#8221;Download Vision Money Today&#8221; module_class=&#8221;utm-carry&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;16px&#8221; button_text_color=&#8221;#1a1a1c&#8221; button_bg_color=&#8221;#ffc06a&#8221; button_border_width=&#8221;0px&#8221; button_border_color=&#8221;#1a1a1c&#8221; button_border_radius=&#8221;100px&#8221; button_font=&#8221;Inter|600|||||||&#8221; button_use_icon=&#8221;off&#8221; custom_margin=&#8221;0px|0px|0px|0px|false|false&#8221; custom_padding=&#8221;15px|25px|15px|25px|false|false&#8221; global_colors_info=&#8221;{}&#8221; button_bg_color__hover_enabled=&#8221;on|hover&#8221; button_bg_color__hover=&#8221;#FFFFFF&#8221; button_bg_enable_color__hover=&#8221;on&#8221;][\/et_pb_button][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Inter||||||||&#8221; text_text_color=&#8221;#888888&#8243; custom_margin=&#8221;16px|0px|32px|0px|false|false&#8221; custom_margin_tablet=&#8221;||0px||false|false&#8221; custom_margin_phone=&#8221;||0px||false|false&#8221; custom_margin_last_edited=&#8221;on|tablet&#8221; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Available on iOS and Android. You\u2019ll be redirected to the app automatically.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;|||16px|false|false&#8221; custom_padding_tablet=&#8221;|||16px|false|false&#8221; custom_padding_phone=&#8221;|||0px|false|false&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/08\/hero-investment.svg&#8221; title_text=&#8221;hero-investment&#8221; align_tablet=&#8221;&#8221; align_phone=&#8221;center&#8221; align_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; max_width=&#8221;100%&#8221; custom_margin_tablet=&#8221;&#8221; custom_margin_phone=&#8221;||20px||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;0px|0px|0px|0px|false|false&#8221; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; max_width=&#8221;100%&#8221; custom_margin=&#8221;0px|0px|0px|0px|false|false&#8221; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/08\/hero-bottom.svg&#8221; title_text=&#8221;hero-bottom&#8221; force_fullwidth=&#8221;on&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; custom_padding_last_edited=&#8221;on|tablet&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;0px|0px|0px|0px|false|false&#8221; custom_padding=&#8221;200px|20px|100px|20px|false|false&#8221; custom_padding_tablet=&#8221;60px|20px|60px|20px|false|false&#8221; custom_padding_phone=&#8221;40px||40px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; max_width=&#8221;1200px&#8221; custom_margin=&#8221;0px||0px||false|false&#8221; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_2_font=&#8221;Inter|600|||||||&#8221; header_2_text_align=&#8221;center&#8221; header_2_font_size=&#8221;31px&#8221; header_2_line_height=&#8221;40px&#8221; custom_margin=&#8221;0px|0px|16px|0px|false|false&#8221; custom_margin_tablet=&#8221;0px|0px|0px|0px|false|false&#8221; custom_margin_phone=&#8221;0px|0px|0px|0px|false|false&#8221; custom_margin_last_edited=&#8221;on|tablet&#8221; header_2_font_size_tablet=&#8221;26px&#8221; header_2_font_size_phone=&#8221;26px&#8221; header_2_font_size_last_edited=&#8221;on|tablet&#8221; header_2_line_height_tablet=&#8221;36px&#8221; header_2_line_height_phone=&#8221;36px&#8221; header_2_line_height_last_edited=&#8221;on|tablet&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Why Most Investment Apps Miss the Point<\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Inter||||||||&#8221; text_text_color=&#8221;#6c6a6a&#8221; text_font_size=&#8221;16px&#8221; text_line_height=&#8221;24px&#8221; text_orientation=&#8221;center&#8221; custom_margin=&#8221;0px||50px||false|false&#8221; custom_margin_tablet=&#8221;0px||30px||false|false&#8221; custom_margin_phone=&#8221;0px||30px||false|false&#8221; custom_margin_last_edited=&#8221;on|tablet&#8221; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><span>Other apps stop at balances and % changes \u2014 they never tell you if your wealth is really growing or if your returns can fund your goals.<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; module_class=&#8221;budget_app_content reverse_column&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; max_width=&#8221;1168px&#8221; module_alignment=&#8221;center&#8221; custom_padding=&#8221;0px||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_blurb image=&#8221;https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/08\/Rely-on-fragile-bank-1.svg&#8221; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;42px&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; body_font=&#8221;Inter||||||||&#8221; body_text_align=&#8221;left&#8221; body_text_color=&#8221;#1a1a1c&#8221; body_font_size=&#8221;16px&#8221; body_line_height=&#8221;24px&#8221; image_icon_custom_margin=&#8221;0px|0px|0px|0px|false|false&#8221; image_icon_custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; custom_margin=&#8221;0px|0px|10px|0px|false|false&#8221; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><span><strong>Rely on fragile bank or brokerage links\u00a0<\/strong>\u2014 risky and unreliable<\/span><\/p>\n<p>[\/et_pb_blurb][et_pb_blurb image=&#8221;https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/08\/Focus-only-on-transactions-1.svg&#8221; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;42px&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; body_font=&#8221;Inter||||||||&#8221; body_text_align=&#8221;left&#8221; body_text_color=&#8221;#1a1a1c&#8221; body_font_size=&#8221;16px&#8221; body_line_height=&#8221;24px&#8221; custom_margin=&#8221;0px|0px|10px|0px|false|false&#8221; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><span><strong>Focus only on transactions\u00a0<\/strong>\u2014 can\u2019t show your portfolio\u2019s true daily value<\/span><\/p>\n<p>[\/et_pb_blurb][et_pb_blurb image=&#8221;https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/08\/Show-today-balance-1.svg&#8221; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;42px&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; body_font=&#8221;Inter||||||||&#8221; body_text_align=&#8221;left&#8221; body_text_color=&#8221;#1a1a1c&#8221; body_font_size=&#8221;16px&#8221; body_line_height=&#8221;24px&#8221; custom_margin=&#8221;0px|0px|10px|0px|false|false&#8221; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><span><strong>Show today\u2019s balance,\u00a0<\/strong>but not your long term curve<\/span><\/p>\n<p>[\/et_pb_blurb][et_pb_blurb image=&#8221;https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/08\/No-link-to-your-future.svg&#8221; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;42px&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; body_font=&#8221;Inter||||||||&#8221; body_text_align=&#8221;left&#8221; body_text_color=&#8221;#1a1a1c&#8221; body_font_size=&#8221;16px&#8221; body_line_height=&#8221;24px&#8221; custom_margin=&#8221;0px|0px|10px|0px|false|false&#8221; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><span><strong>Reduce performance to % changes\u00a0<\/strong>\u2014 without telling you if your returns are truly good<\/span><\/p>\n<p>[\/et_pb_blurb][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Inter||||||||&#8221; text_font_size=&#8221;16px&#8221; text_line_height=&#8221;24px&#8221; custom_margin=&#8221;20px||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>Most people don\u2019t trade every day. 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background_position=&#8221;top_center&#8221; custom_margin=&#8221;0px|0px|0px|0px|false|false&#8221; custom_padding=&#8221;100px|20px|100px|20px|false|false&#8221; custom_padding_tablet=&#8221;60px|20px|60px|20px|false|false&#8221; custom_padding_phone=&#8221;40px||40px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; module_class=&#8221;budget_app_content  align_center&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; max_width=&#8221;1168px&#8221; module_alignment=&#8221;center&#8221; custom_padding=&#8221;0px||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/08\/Automatic-Asset-Tracking-Return.svg&#8221; title_text=&#8221;Automatic Asset Tracking-Return&#8221; align_tablet=&#8221;&#8221; align_phone=&#8221;center&#8221; align_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; max_width=&#8221;100%&#8221; module_alignment=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_2_font=&#8221;Inter|600|||||||&#8221; header_2_text_align=&#8221;left&#8221; header_2_font_size=&#8221;31px&#8221; header_2_letter_spacing=&#8221;2px&#8221; header_2_line_height=&#8221;40px&#8221; custom_margin=&#8221;0px|0px|0px|0px|false|false&#8221; custom_margin_tablet=&#8221;0px|0px|0px|0px|false|false&#8221; custom_margin_phone=&#8221;0px|0px|0px|0px|false|false&#8221; custom_margin_last_edited=&#8221;on|tablet&#8221; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; header_2_font_size_tablet=&#8221;26px&#8221; header_2_font_size_phone=&#8221;26px&#8221; header_2_font_size_last_edited=&#8221;on|tablet&#8221; header_2_letter_spacing_tablet=&#8221;0px&#8221; header_2_letter_spacing_phone=&#8221;0px&#8221; header_2_letter_spacing_last_edited=&#8221;on|tablet&#8221; header_2_line_height_tablet=&#8221;36px&#8221; header_2_line_height_phone=&#8221;36px&#8221; header_2_line_height_last_edited=&#8221;on|tablet&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Automatic Asset Tracking<\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Inter||||||||&#8221; text_text_color=&#8221;#6c6a6a&#8221; text_font_size=&#8221;16px&#8221; text_line_height=&#8221;24px&#8221; custom_margin=&#8221;0px||16px||false|false&#8221; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><span>Just enter your starting positions and trades \u2014 Vision Money updates prices automatically and keeps your portfolio accurate every day.<\/span><\/p>\n<p>[\/et_pb_text][et_pb_blurb image=&#8221;https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/08\/Daily-updates-zero-effort-2.svg&#8221; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;42px&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; body_font=&#8221;Inter||||||||&#8221; body_text_align=&#8221;left&#8221; body_text_color=&#8221;#1a1a1c&#8221; body_font_size=&#8221;16px&#8221; body_line_height=&#8221;24px&#8221; image_icon_custom_margin=&#8221;0px|0px|0px|0px|false|false&#8221; image_icon_custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; custom_margin=&#8221;0px|0px|10px|0px|false|false&#8221; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>Daily updates, zero effort<span>\u00a0<\/span><\/strong><span>\u2014 portfolio values refresh automatically every day<\/span><\/p>\n<p>[\/et_pb_blurb][et_pb_blurb image=&#8221;https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/08\/All-accounts-and-investments-in-one-dashboard-1.svg&#8221; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;42px&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; body_font=&#8221;Inter||||||||&#8221; body_text_align=&#8221;left&#8221; body_text_color=&#8221;#1a1a1c&#8221; body_font_size=&#8221;16px&#8221; body_line_height=&#8221;24px&#8221; custom_margin=&#8221;0px|0px|10px|0px|false|false&#8221; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>All accounts and investments in one dashboard<span>\u00a0<\/span><\/strong><span>\u2014 brokerage, retirement, and bank \u2014 with stocks, ETFs, and funds all tracked together<\/span><\/p>\n<p>[\/et_pb_blurb][et_pb_blurb image=&#8221;https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/08\/Across-markets-unified-1.svg&#8221; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;42px&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; body_font=&#8221;Inter||||||||&#8221; body_text_align=&#8221;left&#8221; body_text_color=&#8221;#1a1a1c&#8221; body_font_size=&#8221;16px&#8221; body_line_height=&#8221;24px&#8221; custom_margin=&#8221;0px|0px|10px|0px|false|false&#8221; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>Across markets, unified<span>\u00a0<\/span><\/strong><span>\u2014 U.S. and international holdings shown in your reporting currency<\/span><\/p>\n<p>[\/et_pb_blurb][et_pb_blurb image=&#8221;https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/08\/Goal-based-clarity-1.svg&#8221; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;42px&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; body_font=&#8221;Inter||||||||&#8221; body_text_align=&#8221;left&#8221; body_text_color=&#8221;#1a1a1c&#8221; body_font_size=&#8221;16px&#8221; body_line_height=&#8221;24px&#8221; custom_margin=&#8221;0px|0px|10px|0px|false|false&#8221; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><span><strong>Goal based clarity\u00a0<\/strong>\u2014 see instantly whether your current assets are enough to fund retirement, education, or freedom<\/span><\/p>\n<p>[\/et_pb_blurb][et_pb_blurb image=&#8221;https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/08\/Clear-net-worth-curve-1.svg&#8221; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;42px&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; body_font=&#8221;Inter||||||||&#8221; body_text_align=&#8221;left&#8221; body_text_color=&#8221;#1a1a1c&#8221; body_font_size=&#8221;16px&#8221; body_line_height=&#8221;24px&#8221; custom_margin=&#8221;0px|0px|10px|0px|false|false&#8221; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>Clear net worth curve<span>\u00a0<\/span><\/strong><span>\u2014 history rebuilt from day one, so you can see how your wealth evolves<\/span><\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; custom_padding_last_edited=&#8221;on|tablet&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;0px|0px|0px|0px|false|false&#8221; custom_padding=&#8221;100px|20px|100px|20px|false|false&#8221; custom_padding_tablet=&#8221;60px|20px|60px|20px|false|false&#8221; custom_padding_phone=&#8221;40px||40px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; module_class=&#8221;budget_app_content top_align reverse_column&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; max_width=&#8221;1168px&#8221; module_alignment=&#8221;center&#8221; custom_padding=&#8221;0px||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text module_class=&#8221;highlight-text-line&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_2_font=&#8221;Inter|600|||||||&#8221; header_2_text_align=&#8221;left&#8221; header_2_font_size=&#8221;40px&#8221; header_2_line_height=&#8221;50px&#8221; custom_margin=&#8221;60px|0px|0px|0px|false|false&#8221; custom_margin_tablet=&#8221;0px|0px|0px|0px|false|false&#8221; custom_margin_phone=&#8221;0px|0px|0px|0px|false|false&#8221; custom_margin_last_edited=&#8221;on|tablet&#8221; header_2_font_size_tablet=&#8221;26px&#8221; header_2_font_size_phone=&#8221;26px&#8221; header_2_font_size_last_edited=&#8221;on|tablet&#8221; header_2_line_height_tablet=&#8221;36px&#8221; header_2_line_height_phone=&#8221;36px&#8221; header_2_line_height_last_edited=&#8221;on|tablet&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 class=\"highlight-text\"><span>True Investment Performance<\/span><\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Inter||||||||&#8221; text_text_color=&#8221;#6c6a6a&#8221; text_font_size=&#8221;16px&#8221; text_line_height=&#8221;24px&#8221; custom_margin=&#8221;0px||16px||false|false&#8221; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><span>See if your returns are truly strong enough to reach your goals.<\/span><\/p>\n<p>[\/et_pb_text][et_pb_blurb image=&#8221;https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/08\/Professional-accuracy-1.svg&#8221; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;42px&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; body_font=&#8221;Inter||||||||&#8221; body_text_align=&#8221;left&#8221; body_text_color=&#8221;#1a1a1c&#8221; body_font_size=&#8221;16px&#8221; body_line_height=&#8221;24px&#8221; image_icon_custom_margin=&#8221;0px|0px|0px|0px|false|false&#8221; image_icon_custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; custom_margin=&#8221;0px|0px|10px|0px|false|false&#8221; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>Professional accuracy<span>\u00a0<\/span><\/strong><span>\u2014 Time Weighted Return (TWR), the same method used by funds<\/span><\/p>\n<p>[\/et_pb_blurb][et_pb_blurb image=&#8221;https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/08\/Benchmark-comparisons-1.svg&#8221; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;42px&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; body_font=&#8221;Inter||||||||&#8221; body_text_align=&#8221;left&#8221; body_text_color=&#8221;#1a1a1c&#8221; body_font_size=&#8221;16px&#8221; body_line_height=&#8221;24px&#8221; custom_margin=&#8221;0px|0px|10px|0px|false|false&#8221; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><span><strong>Benchmark comparisons\u00a0<\/strong>\u2014 measure against S&amp;P 500, global ETFs, or your own goals<\/span><\/p>\n<p>[\/et_pb_blurb][et_pb_blurb image=&#8221;https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/08\/Real-clarity-1.svg&#8221; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;42px&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; body_font=&#8221;Inter||||||||&#8221; body_text_align=&#8221;left&#8221; body_text_color=&#8221;#1a1a1c&#8221; body_font_size=&#8221;16px&#8221; body_line_height=&#8221;24px&#8221; custom_margin=&#8221;0px|0px|10px|0px|false|false&#8221; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><span><strong>Real clarity\u00a0<\/strong>\u2014 not just if prices went up, but whether your returns are strong enough to reach your targets<\/span><\/p>\n<p>[\/et_pb_blurb][et_pb_blurb image=&#8221;https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/08\/Clear-Status-Labels.svg&#8221; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;42px&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; body_font=&#8221;Inter||||||||&#8221; body_text_align=&#8221;left&#8221; body_text_color=&#8221;#1a1a1c&#8221; body_font_size=&#8221;16px&#8221; body_line_height=&#8221;24px&#8221; custom_margin=&#8221;0px|0px|10px|0px|false|false&#8221; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>Clear Status Labels<span>\u00a0<\/span><\/strong><span>\u2014 Always know if your goals are Achieved, Partial, or Unachievable.<\/span><\/p>\n<p>[\/et_pb_blurb][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Inter||||||||&#8221; text_font_size=&#8221;16px&#8221; text_line_height=&#8221;24px&#8221; custom_margin=&#8221;20px||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><b>If I don\u2019t have enough \u2014 is it because my returns are weak, I spend too much, or I earn too little?.<\/b><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/08\/true-performance-2.svg&#8221; title_text=&#8221;true-performance&#8221; align_tablet=&#8221;&#8221; align_phone=&#8221;center&#8221; align_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; max_width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;0px|0px|0px|0px|false|false&#8221; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; max_width=&#8221;100%&#8221; custom_margin=&#8221;0px|0px|0px|0px|false|false&#8221; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/08\/ts-bg.svg&#8221; title_text=&#8221;ts-bg&#8221; force_fullwidth=&#8221;on&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; custom_padding_last_edited=&#8221;on|phone&#8221; module_class=&#8221;testimonial_sec&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_enable_color=&#8221;off&#8221; background_image=&#8221;https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/08\/trcb-bg.svg&#8221; background_position=&#8221;bottom_center&#8221; custom_margin=&#8221;0px|0px|0px|0px|false|false&#8221; custom_padding=&#8221;50px|20px|175px|20px|false|false&#8221; custom_padding_tablet=&#8221;30px|20px|60px|20px|false|false&#8221; custom_padding_phone=&#8221;20px||40px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; max_width=&#8221;600px&#8221; module_alignment=&#8221;center&#8221; custom_margin=&#8221;0px||0px||false|false&#8221; custom_padding=&#8221;0px||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_2_font=&#8221;Inter|600|||||||&#8221; header_2_text_align=&#8221;center&#8221; header_2_font_size=&#8221;31px&#8221; header_2_line_height=&#8221;40px&#8221; custom_margin=&#8221;5px|0px|20px|0px|false|false&#8221; custom_margin_tablet=&#8221;5px|0px|20px|0px|false|false&#8221; custom_margin_phone=&#8221;5px|0px|15px|0px|false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;0px||0px||false|false&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Testimonials<\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#FFFFFF&#8221; width=&#8221;100%&#8221; max_width=&#8221;600px&#8221; module_alignment=&#8221;center&#8221; custom_padding=&#8221;0px||20px||false|false&#8221; border_radii=&#8221;on|12px|12px|12px|12px&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_vertical=&#8221;8px&#8221; box_shadow_blur=&#8221;20px&#8221; box_shadow_color=&#8221;rgba(0,0,0,0.12)&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text module_class=&#8221;quote_msg&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Inter||||||||&#8221; text_text_color=&#8221;#6c6a6a&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;30px&#8221; text_orientation=&#8221;center&#8221; module_alignment=&#8221;center&#8221; custom_padding=&#8221;50px|20px|50px|20px|false|false&#8221; border_radii=&#8221;on|12px|12px|12px|12px&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_vertical=&#8221;8px&#8221; box_shadow_blur=&#8221;20px&#8221; box_shadow_color=&#8221;rgba(0,0,0,0.11)&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><span>&#8220;I used to feel powerless recording my expenses. Now, I can finally focus on building wealth. 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Plan better. 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