One place to track your entire portfolio
Forget spreadsheets. Track and manage your portfolio of assets, all in the one place. You’ll basically get your very own co-pilot.
👋 Hello
A message from the team
We're creating Nextvest because we're tired of checking multiple apps daily and updating spreadsheets manually. Like many others, we're navigating our financial journey without a money manager. Current market tools are clunky, offer subpar financial services, are overly complex, and lack asset variety.
While we develop Nextvest, try out our online calculators. And don't forget to get early access!
Track and manage your personal wealth with Nextvest
Connect and sync all of your financial accounts
Connect your bank accounts, stocks, brokerage accounts, retirement accounts, Bitcoin, Ethereum, cryptocurrencies, real estate or property, and Nextvest will do the rest. You can also add custom assets such as company equity, collectibles and more.
Get early accessTrack, chart and project your entire portfolio
You can’t improve what you don’t measure. Nextvest keeps track of the performance of your investments and provides you with a future outlook of your entire portfolio and net worth overtime.
Get early access
Plan out your financial goals
Whether you’re saving up for a dream home, funding your education, a well deserved holiday, or securing a comfortable retirement. Set it, but don’t forget it. Based on the performance of your portfolio, we’ll tell you how long it will take for you to achieve your goal.
Get early accessCreate a personal budget and investment strategy towards your goals
Nextvest will calculate your leftover income based on the expenses pulled from your linked bank accounts every month. Based on your financial goals, allocate your funds based on your risk appetite.
Get early access
Nextvest
Link accounts.
Add assets.
Set goals.
Ask co-pilot.
See spend.
Reduce spend.
Achieve goals.
Grow net worth.
Understand your money.
Get Nextvest.
Get early access. And get ready for many more features!
Tracking and managing your portfolio is just the start. We have an exciting list of features coming your way!